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Mutual Advisors’s Helen of Troy HELE Stock Holding History

Mutual Advisors’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$999K Buy
+36,449
New +$1.03M 0.02% 658

Other funds holding HELE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Mutual Advisors's HELE Position: Q3 2026 in Review

Mutual Advisors opened a new position in Helen of Troy (HELE) in Q3 2026: 36,449 shares worth $999K. The stake represents 0.02% of the portfolio and ranks #658 among its holdings.

147 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Mutual Advisors held 36,449 shares of Helen of Troy worth $999K as of Q3 2026.
  • Helen of Troy was a new Mutual Advisors position in Q3 2026.
  • Helen of Troy made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #658 holding.
  • 147 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.