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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
Q3 		$13.5K Sell
492
-16
-3% -$452 ﹤0.01% 959
2026
Q2 		$14.8K Buy
508
+257
+102% +$6.08K ﹤0.01% 932
2026
Q1 		$3.62K Buy
+251
New +$4.39K ﹤0.01% 1331
2025
Q4 		– Sell
-12
Closed -$303 – 2670
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's HELE Position: Q3 2026 in Review

True Wealth Design reduced its Helen of Troy (HELE) stake by 3.1% in Q3 2026, selling an estimated $452 and leaving 492 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

True Wealth Design first reported a position in HELE in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.8K in Q2 2026. 15 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • True Wealth Design held 492 shares of Helen of Troy worth $13.5K as of Q3 2026.
  • True Wealth Design sold 16 Helen of Troy shares in Q3 2026, an estimated $452.
  • Helen of Troy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #959 holding.
  • True Wealth Design first reported a position in Helen of Troy in Q4 2024 and has held it in 6 quarters since.
  • True Wealth Design's Helen of Troy position peaked at $14.8K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.