Parkworth Wealth Management’s Helen of Troy HELE Stock Holding History

Parkworth Wealth Management’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	$255	Buy	+9	New	+$276	﹤0.01%	866

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's HELE Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in Helen of Troy (HELE) in Q2 2025: 9 shares worth $255. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings.

208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

Parkworth Wealth Management held 9 shares of Helen of Troy worth $255 as of Q2 2025.
Helen of Troy was a new Parkworth Wealth Management position in Q2 2025.
Helen of Troy made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #866 holding.
208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.