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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
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

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

True Wealth Design's HELE Position: Q2 2026 in Review

True Wealth Design increased its Helen of Troy (HELE) stake by 102% in Q2 2026, buying an estimated $6.08K and bringing the position to 508 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

True Wealth Design first reported a position in HELE in Q4 2024 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • True Wealth Design held 508 shares of Helen of Troy worth $14.8K as of Q2 2026.
  • True Wealth Design bought 257 Helen of Troy shares in Q2 2026, an estimated $6.08K.
  • Helen of Troy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #932 holding.
  • True Wealth Design first reported a position in Helen of Troy in Q4 2024 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.