Root Financial Partners’s Helen of Troy HELE Stock Holding History

Root Financial Partners’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	–	Sell	-27	Closed	-$389	–	1606
2026 Q1	$389	Buy	+27	New	+$472	﹤0.01%	2956

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Root Financial Partners's HELE Position: Q2 2026 in Review

Root Financial Partners sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 27 shares — an estimated $389 sold.

Root Financial Partners first reported a position in HELE in Q1 2026 and held it in 1 quarter. The position peaked at $389 in Q1 2026. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Root Financial Partners reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 27 Helen of Troy shares in Q2 2026, an estimated $389.
Root Financial Partners first reported a position in Helen of Troy in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Helen of Troy position peaked at $389 in Q1 2026.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.