TI
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Tidal Investments’s Helen of Troy HELE Stock Holding History

Tidal Investments’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
Q4 		– Sell
-8,086
Closed -$204K – 2216
2025
Q3 		$204K Sell
8,086
-436
-5% -$10.6K ﹤0.01% 1932
2025
Q2 		$242K Buy
8,522
+3,649
+75% +$112K ﹤0.01% 1707
2025
Q1 		$261K Sell
4,873
-405
-8% -$23.4K ﹤0.01% 1590
2024
Q4 		$316K Sell
5,278
-261
-5% -$17.4K ﹤0.01% 1571
2024
Q3 		$343K Sell
5,539
-3,664
-40% -$217K ﹤0.01% 1544
2024
Q2 		$853K Buy
9,203
+5,157
+127% +$522K 0.01% 978
2024
Q1 		$466K Buy
4,046
+6
+0.1% +$717 0.01% 1214
2023
Q4 		$488K Buy
4,040
+90
+2% +$9.7K 0.01% 950
2023
Q3 		$460K Buy
+3,950
New +$492K 0.01% 871

Other funds holding HELE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return