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

Private 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
2025
Q3 		– Sell
-26
Closed -$738 – 1503
2025
Q2 		$738 Hold
26
– – ﹤0.01% 1343
2025
Q1 		$1.39K Sell
26
-19
-42% -$1.1K ﹤0.01% 1182
2024
Q4 		$2.69K Hold
45
– – ﹤0.01% 980
2024
Q3 		$2.78K Sell
45
-13
-22% -$769 ﹤0.01% 951
2024
Q2 		$5.38K Buy
58
+23
+66% +$2.33K ﹤0.01% 677
2024
Q1 		$4.03K Hold
35
– – ﹤0.01% 693
2023
Q4 		$4.23K Buy
+35
New +$3.77K ﹤0.01% 690

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Management Group's HELE Position: Q3 2025 in Review

Private Wealth Management Group sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 26 shares — an estimated $738 sold.

Private Wealth Management Group first reported a position in HELE in Q4 2023 and held it in 7 quarters. The position peaked at $5.38K in Q2 2024. 207 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Private Wealth Management Group reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 26 Helen of Troy shares in Q3 2025, an estimated $738.
  • Private Wealth Management Group first reported a position in Helen of Troy in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Helen of Troy position peaked at $5.38K in Q2 2024.
  • 207 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.