Rise Advisors’s Helen of Troy HELE Stock Holding History

Rise Advisors’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	-16	Closed	-$454	–	1561
2025 Q2	$454	Buy	+16	New	+$491	﹤0.01%	1437
2025 Q1	–	Sell	-127	Closed	-$7.6K	–	1526
2024 Q4	$7.6K	Hold	127	–	–	﹤0.01%	1029
2024 Q3	$7.86K	Hold	127	–	–	﹤0.01%	1044
2024 Q2	$11.8K	Hold	127	–	–	0.01%	949
2024 Q1	$14.6K	Buy	+127	New	+$15.2K	0.01%	870

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rise Advisors's HELE Position: Q3 2025 in Review

Rise Advisors sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 16 shares — an estimated $454 sold.

Rise Advisors first reported a position in HELE in Q1 2024 and held it in 5 quarters. The position peaked at $14.6K in Q1 2024. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

Rise Advisors reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 16 Helen of Troy shares in Q3 2025, an estimated $454.
Rise Advisors first reported a position in Helen of Troy in Q1 2024 and held it in 5 quarters.
Rise Advisors's Helen of Troy position peaked at $14.6K in Q1 2024.
205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.