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Smartleaf Asset Management’s Helen of Troy HELE Stock Holding History

Smartleaf Asset Management’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 		$115 Hold
4
– – ﹤0.01% 3353
2026
Q1 		$56 Sell
4
-22
-85% -$385 ﹤0.01% 3428
2025
Q4 		$553 Buy
+26
New +$530 ﹤0.01% 3254
2025
Q2 		– Sell
-87
Closed -$4.7K – 2833
2025
Q1 		$4.7K Buy
87
+40
+85% +$2.31K ﹤0.01% 2208
2024
Q4 		$2.79K Buy
47
+35
+292% +$2.33K ﹤0.01% 2439
2024
Q3 		$740 Buy
12
+10
+500% +$591 ﹤0.01% 2720
2024
Q2 		$188 Buy
+2
New +$203 ﹤0.01% 2685

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Smartleaf Asset Management's HELE Position: Q2 2026 in Review

Smartleaf Asset Management held its Helen of Troy (HELE) position steady in Q2 2026 at 4 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #3353.

Smartleaf Asset Management first reported a position in HELE in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.7K in Q1 2025. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Smartleaf Asset Management held 4 shares of Helen of Troy worth $115 as of Q2 2026.
  • Smartleaf Asset Management left its Helen of Troy share count unchanged in Q2 2026.
  • Helen of Troy made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3353 holding.
  • Smartleaf Asset Management first reported a position in Helen of Troy in Q2 2024 and has held it in 7 quarters since.
  • Smartleaf Asset Management's Helen of Troy position peaked at $4.7K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.