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Transamerica Financial Advisors’s Helen of Troy HELE Stock Holding History

Transamerica Financial Advisors’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 		$552 Hold
19
– – ﹤0.01% 1662
2026
Q1 		$273 Buy
+19
New +$332 ﹤0.01% 1577

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

Transamerica Financial Advisors's HELE Position: Q2 2026 in Review

Transamerica Financial Advisors held its Helen of Troy (HELE) position steady in Q2 2026 at 19 shares worth $552. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Transamerica Financial Advisors first reported a position in HELE in Q1 2026 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Transamerica Financial Advisors held 19 shares of Helen of Troy worth $552 as of Q2 2026.
  • Transamerica Financial Advisors left its Helen of Troy share count unchanged in Q2 2026.
  • Helen of Troy made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1662 holding.
  • Transamerica Financial Advisors first reported a position in Helen of Troy in Q1 2026 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.