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Net Worth Advisory Group’s Helen of Troy HELE Stock Holding History

Net Worth Advisory Group’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
2025
Q2 		– Sell
-7,090
Closed -$379K – 439
2025
Q1 		$379K Buy
7,090
+2,266
+47% +$131K 0.12% 198
2024
Q4 		$289K Sell
4,824
-1,849
-28% -$123K 0.09% 258
2024
Q3 		$413K Buy
+6,673
New +$395K 0.12% 196

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Net Worth Advisory Group's HELE Position: Q2 2025 in Review

Net Worth Advisory Group sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 7,090 shares — an estimated $379K sold.

Net Worth Advisory Group first reported a position in HELE in Q3 2024 and held it in 3 quarters. The position peaked at $413K in Q3 2024. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • Net Worth Advisory Group reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 7,090 Helen of Troy shares in Q2 2025, an estimated $379K.
  • Net Worth Advisory Group first reported a position in Helen of Troy in Q3 2024 and held it in 3 quarters.
  • Net Worth Advisory Group's Helen of Troy position peaked at $413K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Net Worth Advisory Group's 13F filing for Q2 2025, filed 22 Jul 2025.