TWD
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True Wealth Design’s Helen of Troy HELE Stock Holding History

True Wealth Design’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
Q1 		$3.62K Buy
+251
New +$4.39K ﹤0.01% 1331
2025
Q4 		– Sell
-12
Closed -$303 – 2671
2025
Q3 		$303 Sell
12
-212
-95% -$5.13K ﹤0.01% 2179
2025
Q2 		$6.36K Buy
+224
New +$6.88K ﹤0.01% 722
2025
Q1 		– Sell
-9
Closed -$539 – 2666
2024
Q4 		$539 Buy
+9
New +$598 ﹤0.01% 1082

Other funds holding HELE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return