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 Q2	$201K	Buy	+6,905	New	+$163K	0.1%	223

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optivise Advisory Services's HELE Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Helen of Troy (HELE) in Q2 2026: 6,905 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #223 among its holdings.

200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Optivise Advisory Services held 6,905 shares of Helen of Troy worth $201K as of Q2 2026.
Helen of Troy was a new Optivise Advisory Services position in Q2 2026.
Helen of Troy made up 0.1% of Optivise Advisory Services's portfolio in Q2 2026, its #223 holding.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.