TD Private Client Wealth’s Helen of Troy HELE Stock Holding History

TD Private Client Wealth’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	-452	Closed	-$24.2K	–	1457
2025 Q1	$24.2K	Buy	+452	New	+$26.1K	﹤0.01%	919
2024 Q4	–	Sell	-255	Closed	-$15.8K	–	1326
2024 Q3	$15.8K	Hold	255	–	–	﹤0.01%	998
2024 Q2	$23.6K	Hold	255	–	–	﹤0.01%	925
2024 Q1	$29.4K	Buy	255 +69	+37%	+$8.24K	﹤0.01%	895
2023 Q4	$22.5K	Buy	186 +30	+19%	+$3.23K	﹤0.01%	937
2023 Q3	$18.2K	Buy	156 +31	+25%	+$3.86K	﹤0.01%	949
2023 Q2	$13.5K	Buy	125 +81	+184%	+$7.75K	﹤0.01%	1004
2023 Q1	$4.19K	Hold	44	–	–	﹤0.01%	1116
2022 Q4	$4.88K	Hold	44	–	–	﹤0.01%	1080
2022 Q3	$4.24K	Sell	44 -147	-77%	-$18.9K	﹤0.01%	1074
2022 Q2	$31K	Sell	191 -18	-9%	-$3.39K	﹤0.01%	830
2022 Q1	$40.9K	Buy	+209	New	+$44K	﹤0.01%	814

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's HELE Position: Q2 2025 in Review

TD Private Client Wealth sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 452 shares — an estimated $24.2K sold.

TD Private Client Wealth first reported a position in HELE in Q1 2022 and held it in 12 quarters. The position peaked at $40.9K in Q1 2022. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

TD Private Client Wealth reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
TD Private Client Wealth sold 452 Helen of Troy shares in Q2 2025, an estimated $24.2K.
TD Private Client Wealth first reported a position in Helen of Troy in Q1 2022 and held it in 12 quarters.
TD Private Client Wealth's Helen of Troy position peaked at $40.9K in Q1 2022.
208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.