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Pinnacle Holdings’s Helen of Troy HELE Stock Holding History

Pinnacle Holdings’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 		$2.34M Buy
80,606
+332
+0.4% +$7.85K 0.72% 49
2026
Q1 		$1.16M Buy
80,274
+12,288
+18% +$215K 0.37% 98
2025
Q4 		$1.44M Buy
+67,986
New +$1.39M 0.49% 73

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Holdings's HELE Position: Q2 2026 in Review

Pinnacle Holdings increased its Helen of Troy (HELE) stake by 0.41% in Q2 2026, buying an estimated $7.85K and bringing the position to 80,606 shares worth $2.34M. The position accounts for 0.72% of the portfolio, ranked #49.

Pinnacle Holdings first reported a position in HELE in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Pinnacle Holdings held 80,606 shares of Helen of Troy worth $2.34M as of Q2 2026.
  • Pinnacle Holdings bought 332 Helen of Troy shares in Q2 2026, an estimated $7.85K.
  • Helen of Troy made up 0.72% of Pinnacle Holdings's portfolio in Q2 2026, its #49 holding.
  • Pinnacle Holdings first reported a position in Helen of Troy in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.