Raymond James Financial
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Raymond James Financial’s Helen of Troy HELE Stock Holding History

Raymond James Financial’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 		$249K Buy
+8,551
New +$202K ﹤0.01% 4934
2025
Q3 		– Sell
-985
Closed -$28K – 5725
2025
Q2 		$28K Sell
985
-54,328
-98% -$1.67M ﹤0.01% 5451
2025
Q1 		$2.96M Sell
55,313
-957
-2% -$55.3K ﹤0.01% 2696
2024
Q4 		$3.37M Buy
+56,270
New +$3.74M ﹤0.01% 2590

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

Raymond James Financial's HELE Position: Q2 2026 in Review

Raymond James Financial opened a new position in Helen of Troy (HELE) in Q2 2026: 8,551 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #4934 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in HELE as recently as Q2 2025.

Raymond James Financial first reported a position in HELE in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.37M in Q4 2024. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Raymond James Financial held 8,551 shares of Helen of Troy worth $249K as of Q2 2026.
  • Helen of Troy was a new Raymond James Financial position in Q2 2026.
  • Helen of Troy made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4934 holding.
  • Raymond James Financial first reported a position in Helen of Troy in Q4 2024 and has held it in 4 quarters since.
  • Raymond James Financial's Helen of Troy position peaked at $3.37M in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.