RAFFA WEALTH MANAGEMENT, LLC’s Helen of Troy HELE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$58	Hold	2	–	–	﹤0.01%	1490
2026 Q1	$29	Hold	2	–	–	﹤0.01%	1463
2025 Q4	$43	Hold	2	–	–	﹤0.01%	1158
2025 Q3	$50	Hold	2	–	–	﹤0.01%	1166
2025 Q2	$57	Hold	2	–	–	﹤0.01%	1094
2025 Q1	$107	Hold	2	–	–	﹤0.01%	1057
2024 Q4	$120	Hold	2	–	–	﹤0.01%	1095
2024 Q3	$124	Hold	2	–	–	﹤0.01%	1064
2024 Q2	$185	Hold	2	–	–	﹤0.01%	1125
2024 Q1	$230	Hold	2	–	–	﹤0.01%	1098
2023 Q4	$242	Hold	2	–	–	﹤0.01%	1026
2023 Q3	$233	Hold	2	–	–	﹤0.01%	1018
2023 Q2	$216	Hold	2	–	–	﹤0.01%	1035
2023 Q1	$190	Hold	2	–	–	﹤0.01%	1040
2022 Q4	$222	Hold	2	–	–	﹤0.01%	1021
2022 Q3	$193	Hold	2	–	–	﹤0.01%	1134
2022 Q2	$325	Hold	2	–	–	﹤0.01%	1074
2022 Q1	$392	Hold	2	–	–	﹤0.01%	1077
2021 Q4	$489	Hold	2	–	–	﹤0.01%	1054
2021 Q3	$449	Hold	2	–	–	﹤0.01%	1060
2021 Q2	$456	Hold	2	–	–	﹤0.01%	1060
2021 Q1	$421	Buy	+2	New	+$451	﹤0.01%	1070
2017 Q1	–	Sell	-6	Closed	-$507	–	572
2016 Q4	$507	Hold	6	–	–	﹤0.01%	753
2016 Q3	$517	Hold	6	–	–	﹤0.01%	711
2016 Q2	$617	Hold	6	–	–	﹤0.01%	590
2016 Q1	$622	Hold	6	–	–	﹤0.01%	595
2015 Q4	$566	Hold	6	–	–	﹤0.01%	635
2015 Q3	$536	Hold	6	–	–	﹤0.01%	634
2015 Q2	$585	Sell	6 -4	-40%	-$352	﹤0.01%	616
2015 Q1	$815	Hold	10	–	–	﹤0.01%	459
2014 Q4	$651	Hold	10	–	–	﹤0.01%	532
2014 Q3	$525	Buy	+10	New	+$561	﹤0.01%	609
2014 Q1	–	Sell	-10	Closed	-$651	–	464
2013 Q4	$651	Buy	+10	New	+$469	﹤0.01%	532

Other funds holding HELE

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HELE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Helen of Troy (HELE) position steady in Q2 2026 at 2 shares worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HELE in Q4 2013 and has held it in 33 quarters since. The position peaked at $815 in Q1 2015. 34 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 2 shares of Helen of Troy worth $58 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Helen of Troy share count unchanged in Q2 2026.
Helen of Troy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1490 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Helen of Troy in Q4 2013 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Helen of Troy position peaked at $815 in Q1 2015.
34 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.