Root Financial Partners
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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
Q3 		$11.4K Buy
+415
New +$11.7K ﹤0.01% 1854
2026
Q2 		– Sell
-27
Closed -$389 – 1606
2026
Q1 		$389 Buy
+27
New +$472 ﹤0.01% 2956

Other funds holding HELE

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Root Financial Partners's HELE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Helen of Troy (HELE) in Q3 2026: 415 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #1854 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HELE as recently as Q1 2026.

Root Financial Partners first reported a position in HELE in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Root Financial Partners held 415 shares of Helen of Troy worth $11.4K as of Q3 2026.
  • Helen of Troy was a new Root Financial Partners position in Q3 2026.
  • Helen of Troy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1854 holding.
  • Root Financial Partners first reported a position in Helen of Troy in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.