SignatureFD
HELE icon

SignatureFD’s Helen of Troy HELE Stock Holding History

SignatureFD’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 		$94.7K Hold
3,456
– – ﹤0.01% 1587
2026
Q2 		$100K Buy
3,456
+125
+4% +$2.96K ﹤0.01% 1449
2026
Q1 		$48K Sell
3,331
-498
-13% -$8.71K ﹤0.01% 1748
2025
Q4 		$81.4K Buy
3,829
+1,238
+48% +$25.3K ﹤0.01% 1406
2025
Q3 		$65.3K Buy
2,591
+1,162
+81% +$28.1K ﹤0.01% 1501
2025
Q2 		$40.6K Buy
1,429
+594
+71% +$18.2K ﹤0.01% 1697
2025
Q1 		$44.7K Sell
835
-298
-26% -$17.2K ﹤0.01% 1634
2024
Q4 		$67.8K Buy
1,133
+142
+14% +$9.44K ﹤0.01% 1418
2024
Q3 		$61.3K Buy
+991
New +$58.6K ﹤0.01% 1472
2020
Q4 		– Sell
-5
Closed -$1K – 2609
2020
Q3 		$1K Buy
+5
New +$993 ﹤0.01% 2424
2014
Q3 		– Sell
-12
Closed -$1K – 797
2014
Q2 		$1K Hold
12
– – ﹤0.01% 781
2014
Q1 		$1K Hold
12
– – ﹤0.01% 687
2013
Q4 		$1K Hold
12
– – ﹤0.01% 642
2013
Q3 		$1K Hold
12
– – ﹤0.01% 589
2013
Q2 		$0 Buy
+12
New +$456 ﹤0.01% 597

Other funds holding HELE

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

SignatureFD's HELE Position: Q3 2026 in Review

SignatureFD held its Helen of Troy (HELE) position steady in Q3 2026 at 3,456 shares worth $94.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

SignatureFD first reported a position in HELE in Q2 2013 and has held it in 15 quarters since. The position peaked at $100K in Q2 2026. 23 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • SignatureFD held 3,456 shares of Helen of Troy worth $94.7K as of Q3 2026.
  • SignatureFD left its Helen of Troy share count unchanged in Q3 2026.
  • Helen of Troy made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1587 holding.
  • SignatureFD first reported a position in Helen of Troy in Q2 2013 and has held it in 15 quarters since.
  • SignatureFD's Helen of Troy position peaked at $100K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.