Optivise Advisory Services
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Optivise Advisory Services’s Helen of Troy HELE Stock Holding History

Optivise Advisory Services’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 		– Sell
-6,905
Closed -$201K – 243
2026
Q2 		$201K Buy
+6,905
New +$163K 0.1% 223

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Vanguard Portfolio Management
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Geode Capital Management
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PGCM
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Federated Hermes
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Optivise Advisory Services's HELE Position: Q3 2026 in Review

Optivise Advisory Services sold out of Helen of Troy (HELE) in Q3 2026, closing a stake of 6,905 shares — an estimated $201K sold.

Optivise Advisory Services first reported a position in HELE in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 147 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Optivise Advisory Services reported no remaining Helen of Troy position as of Q3 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 6,905 Helen of Troy shares in Q3 2026, an estimated $201K.
  • Optivise Advisory Services first reported a position in Helen of Troy in Q2 2026 and held it in 1 quarter.
  • Optivise Advisory Services's Helen of Troy position peaked at $201K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.