Prestige Wealth Management Group’s Helen of Troy HELE Stock Holding History

Prestige Wealth Management Group’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	–	Sell	-12	Closed	-$174	–	1115
2026 Q1	$174	Sell	12 -16	-57%	-$280	﹤0.01%	1085
2025 Q4	$595	Hold	28	–	–	﹤0.01%	924
2025 Q3	$706	Hold	28	–	–	﹤0.01%	903
2025 Q2	$795	Hold	28	–	–	﹤0.01%	881
2025 Q1	$1.5K	Hold	28	–	–	﹤0.01%	792
2024 Q4	$1.68K	Hold	28	–	–	﹤0.01%	809
2024 Q3	$1.73K	Hold	28	–	–	﹤0.01%	805
2024 Q2	$2.6K	Hold	28	–	–	﹤0.01%	670
2024 Q1	$3.23K	Hold	28	–	–	﹤0.01%	667
2023 Q4	$3.38K	Hold	28	–	–	﹤0.01%	661
2023 Q3	$3.26K	Hold	28	–	–	﹤0.01%	656
2023 Q2	$3.02K	Hold	28	–	–	﹤0.01%	699
2023 Q1	$2.67K	Hold	28	–	–	﹤0.01%	692
2022 Q4	$3.1K	Hold	28	–	–	﹤0.01%	737
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	663
2022 Q2	$5K	Hold	28	–	–	﹤0.01%	583
2022 Q1	$5K	Hold	28	–	–	﹤0.01%	611
2021 Q4	$7K	Hold	28	–	–	﹤0.01%	554
2021 Q3	$6K	Hold	28	–	–	﹤0.01%	594
2021 Q2	$6K	Hold	28	–	–	﹤0.01%	580
2021 Q1	$6K	Hold	28	–	–	﹤0.01%	580
2020 Q4	$6K	Hold	28	–	–	﹤0.01%	538
2020 Q3	$5K	Hold	28	–	–	﹤0.01%	535
2020 Q2	$5K	Hold	28	–	–	﹤0.01%	521
2020 Q1	$4K	Buy	+28	New	+$4.74K	﹤0.01%	526
2019 Q1	–	Sell	-51	Closed	-$7K	–	775
2018 Q4	$7K	Buy	+51	New	+$6.69K	0.01%	506

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

Prestige Wealth Management Group's HELE Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 12 shares — an estimated $174 sold.

Prestige Wealth Management Group first reported a position in HELE in Q4 2018 and held it in 26 quarters. The position peaked at $7K in Q4 2021. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Prestige Wealth Management Group reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 12 Helen of Troy shares in Q2 2026, an estimated $174.
Prestige Wealth Management Group first reported a position in Helen of Troy in Q4 2018 and held it in 26 quarters.
Prestige Wealth Management Group's Helen of Troy position peaked at $7K in Q4 2021.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.