Physician Wealth Advisors’s Helen of Troy HELE Stock Holding History

Physician Wealth 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 Q2	$407	Buy	+14	New	+$331	﹤0.01%	2220

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

Physician Wealth Advisors's HELE Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Helen of Troy (HELE) in Q2 2026: 14 shares worth $407. The stake represents ﹤0.01% of the portfolio and ranks #2220 among its holdings.

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

Physician Wealth Advisors held 14 shares of Helen of Troy worth $407 as of Q2 2026.
Helen of Troy was a new Physician Wealth Advisors position in Q2 2026.
Helen of Troy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2220 holding.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.