Raffa Wealth Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $58 | Hold |
2
| – | – | ﹤0.01% | 1490 |
|
|
2026
Q1 | $29 | Hold |
2
| – | – | ﹤0.01% | 1463 |
|
|
2025
Q4 | $43 | Hold |
2
| – | – | ﹤0.01% | 1158 |
|
|
2025
Q3 | $50 | Hold |
2
| – | – | ﹤0.01% | 1166 |
|
|
2025
Q2 | $57 | Hold |
2
| – | – | ﹤0.01% | 1094 |
|
|
2025
Q1 | $107 | Hold |
2
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q4 | $120 | Hold |
2
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q3 | $124 | Hold |
2
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q2 | $185 | Hold |
2
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q1 | $230 | Hold |
2
| – | – | ﹤0.01% | 1098 |
|
|
2023
Q4 | $242 | Hold |
2
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q3 | $233 | Hold |
2
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q2 | $216 | Hold |
2
| – | – | ﹤0.01% | 1035 |
|
|
2023
Q1 | $190 | Hold |
2
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q4 | $222 | Hold |
2
| – | – | ﹤0.01% | 1021 |
|
|
2022
Q3 | $193 | Hold |
2
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q2 | $325 | Hold |
2
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q1 | $392 | Hold |
2
| – | – | ﹤0.01% | 1077 |
|
|
2021
Q4 | $489 | Hold |
2
| – | – | ﹤0.01% | 1054 |
|
|
2021
Q3 | $449 | Hold |
2
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q2 | $456 | Hold |
2
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q1 | $421 | Buy |
+2
| New | +$451 | ﹤0.01% | 1070 |
|
|
2017
Q1 | – | Sell |
-6
| Closed | -$507 | – | 572 |
|
|
2016
Q4 | $507 | Hold |
6
| – | – | ﹤0.01% | 753 |
|
|
2016
Q3 | $517 | Hold |
6
| – | – | ﹤0.01% | 711 |
|
|
2016
Q2 | $617 | Hold |
6
| – | – | ﹤0.01% | 590 |
|
|
2016
Q1 | $622 | Hold |
6
| – | – | ﹤0.01% | 595 |
|
|
2015
Q4 | $566 | Hold |
6
| – | – | ﹤0.01% | 635 |
|
|
2015
Q3 | $536 | Hold |
6
| – | – | ﹤0.01% | 634 |
|
|
2015
Q2 | $585 | Sell |
6
-4
| -40% | -$352 | ﹤0.01% | 616 |
|
|
2015
Q1 | $815 | Hold |
10
| – | – | ﹤0.01% | 459 |
|
|
2014
Q4 | $651 | Hold |
10
| – | – | ﹤0.01% | 532 |
|
|
2014
Q3 | $525 | Buy |
+10
| New | +$561 | ﹤0.01% | 609 |
|
|
2014
Q1 | – | Sell |
-10
| Closed | -$651 | – | 464 |
|
|
2013
Q4 | $651 | Buy |
+10
| New | +$469 | ﹤0.01% | 532 |
|
Other funds holding HELE
CM
Raffa Wealth Management's HELE Position: Q2 2026 in Review
Raffa Wealth Management held its Helen of Troy (HELE) position steady in Q2 2026 at 2 shares worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #1490.
Raffa Wealth Management first reported a position in HELE in Q4 2013 and has held it in 33 quarters since. The position peaked at $815 in Q1 2015. 183 funds tracked by Wall St. Rank hold HELE as of Q2 2026.
- Raffa Wealth Management held 2 shares of Helen of Troy worth $58 as of Q2 2026.
- Raffa Wealth Management left its Helen of Troy share count unchanged in Q2 2026.
- Helen of Troy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1490 holding.
- Raffa Wealth Management first reported a position in Helen of Troy in Q4 2013 and has held it in 33 quarters since.
- Raffa Wealth Management's Helen of Troy position peaked at $815 in Q1 2015.
- 183 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.