Raymond James Financial
HELE icon

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
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 $5.72T AUM 30.48% 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 $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial's HELE Position: Q3 2025 in Review

Raymond James Financial sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 985 shares — an estimated $28K sold.

Raymond James Financial first reported a position in HELE in Q4 2024 and held it in 3 quarters. The position peaked at $3.37M in Q4 2024. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Raymond James Financial reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 985 Helen of Troy shares in Q3 2025, an estimated $28K.
  • Raymond James Financial first reported a position in Helen of Troy in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Helen of Troy position peaked at $3.37M in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.