Vident Advisory’s Helen of Troy HELE Stock Holding History

Vident Advisory’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	$358K	Sell	12,304 -439	-3%	-$10.4K	﹤0.01%	1531
2026 Q1	$184K	Buy	+12,743	New	+$223K	﹤0.01%	1724

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vident Advisory's HELE Position: Q2 2026 in Review

Vident Advisory reduced its Helen of Troy (HELE) stake by 3.4% in Q2 2026, selling an estimated $10.4K and leaving 12,304 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Vident Advisory 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.

Vident Advisory held 12,304 shares of Helen of Troy worth $358K as of Q2 2026.
Vident Advisory sold 439 Helen of Troy shares in Q2 2026, an estimated $10.4K.
Helen of Troy made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1531 holding.
Vident Advisory 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 Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.