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Verdence Capital Advisors’s Helen of Troy HELE Stock Holding History

Verdence Capital 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
2025
Q2 		– Sell
-4,923
Closed -$263K – 687
2025
Q1 		$263K Buy
+4,923
New +$284K 0.02% 561
2024
Q3 		– Sell
-2,917
Closed -$271K – 645
2024
Q2 		$271K Buy
+2,917
New +$296K 0.02% 503

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Verdence Capital Advisors's HELE Position: Q2 2025 in Review

Verdence Capital Advisors sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 4,923 shares — an estimated $263K sold.

Verdence Capital Advisors first reported a position in HELE in Q2 2024 and held it in 2 quarters. The position peaked at $271K in Q2 2024. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • Verdence Capital Advisors reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 4,923 Helen of Troy shares in Q2 2025, an estimated $263K.
  • Verdence Capital Advisors first reported a position in Helen of Troy in Q2 2024 and held it in 2 quarters.
  • Verdence Capital Advisors's Helen of Troy position peaked at $271K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Verdence Capital Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.