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Pinnacle Wealth Planning Services’s Helen of Troy HELE Stock Holding History

Pinnacle Wealth Planning 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
Q1 		– Sell
-66
Closed -$1.4K – 2791
2025
Q4 		$1.4K Buy
+66
New +$1.35K ﹤0.01% 2544
2021
Q1 		– Sell
-219
Closed -$49K – 1033
2020
Q4 		$49K Buy
+219
New +$45.1K 0.01% 806

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's HELE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 66 shares — an estimated $1.4K sold.

Pinnacle Wealth Planning Services first reported a position in HELE in Q4 2020 and held it in 2 quarters. The position peaked at $49K in Q4 2020. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 66 Helen of Troy shares in Q1 2026, an estimated $1.4K.
  • Pinnacle Wealth Planning Services first reported a position in Helen of Troy in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Helen of Troy position peaked at $49K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.