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Steward Partners Investment Advisory’s Helen of Troy HELE Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-128
Closed -$6.85K – 4181
2025
Q1 		$6.85K Hold
128
– – ﹤0.01% 3273
2024
Q4 		$7.66K Hold
128
– – ﹤0.01% 3209
2024
Q3 		$7.92K Sell
128
-9
-7% -$532 ﹤0.01% 3041
2024
Q2 		$12.7K Hold
137
– – ﹤0.01% 2726
2024
Q1 		$15.8K Sell
137
-9
-6% -$1.07K ﹤0.01% 2621
2023
Q4 		$17.6K Hold
146
– – ﹤0.01% 2463
2023
Q3 		$17K Hold
146
– – ﹤0.01% 2392
2023
Q2 		$15.8K Hold
146
– – ﹤0.01% 2402
2023
Q1 		$13.9K Hold
146
– – ﹤0.01% 2410
2022
Q4 		$16.2K Hold
146
– – ﹤0.01% 2343
2022
Q3 		$14K Sell
146
-17
-10% -$2.19K ﹤0.01% 2389
2022
Q2 		$26K Sell
163
-33
-17% -$6.22K ﹤0.01% 2112
2022
Q1 		$38K Sell
196
-97
-33% -$20.4K ﹤0.01% 2059
2021
Q4 		$72K Hold
293
– – ﹤0.01% 1731
2021
Q3 		$66K Sell
293
-40
-12% -$9.15K ﹤0.01% 1740
2021
Q2 		$76K Sell
333
-54
-14% -$11.9K ﹤0.01% 2622
2021
Q1 		$81.5K Buy
387
+122
+46% +$27.5K ﹤0.01% 1718
2020
Q4 		$59K Buy
265
+38
+17% +$7.83K ﹤0.01% 1592
2020
Q3 		$44K Buy
227
+81
+55% +$16.1K ﹤0.01% 1555
2020
Q2 		$28K Hold
146
– – ﹤0.01% 1649
2020
Q1 		$21K Hold
146
– – ﹤0.01% 1594
2019
Q4 		$26K Hold
146
– – ﹤0.01% 1688
2019
Q3 		$23K Hold
146
– – ﹤0.01% 1677
2019
Q2 		$19K Buy
+146
New +$19.1K ﹤0.01% 1725
2018
Q4 		– Sell
-18
Closed -$2K – 1346
2018
Q3 		$2K Sell
18
-52
-74% -$6.13K ﹤0.01% 2370
2018
Q2 		$7K Hold
70
– – ﹤0.01% 1873
2018
Q1 		$6K Buy
+70
New +$6.37K ﹤0.01% 1725

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's HELE Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 128 shares — an estimated $6.85K sold.

Steward Partners Investment Advisory first reported a position in HELE in Q1 2018 and held it in 27 quarters. The position peaked at $81.5K in Q1 2021. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 128 Helen of Troy shares in Q2 2025, an estimated $6.85K.
  • Steward Partners Investment Advisory first reported a position in Helen of Troy in Q1 2018 and held it in 27 quarters.
  • Steward Partners Investment Advisory's Helen of Troy position peaked at $81.5K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.