Wealth Enhancement Advisory Services’s Helen of Troy HELE Stock Holding History

Wealth Enhancement Advisory Services’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	$979K	Sell	36,862 -2,568	-7%	-$72.6K	﹤0.01%	2195
2026 Q2	$1.04M	Buy	39,430 +22,299	+130%	+$527K	﹤0.01%	2045
2026 Q1	$250K	Buy	+17,131	New	+$299K	﹤0.01%	2947
2025 Q4	–	Sell	-8,072	Closed	-$218K	–	3711
2025 Q3	$218K	Sell	8,072 -2,990	-27%	-$72.4K	﹤0.01%	3061
2025 Q2	$361K	Buy	+11,062	New	+$340K	﹤0.01%	2479
2024 Q3	–	Sell	-2,787	Closed	-$258K	–	2851
2024 Q2	$258K	Sell	2,787 -24,159	-90%	-$2.45M	﹤0.01%	2088
2024 Q1	$3.11M	Buy	26,946 +80	+0.3%	+$9.6K	0.01%	802
2023 Q4	$3.25M	Sell	26,866 -173	-0.6%	-$18.6K	0.01%	736
2023 Q3	$3.15M	Buy	+27,039	New	+$3.37M	0.01%	695

Other funds holding HELE

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Towle & Co Denver, Colorado $294M AUM 71.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's HELE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Helen of Troy (HELE) stake by 6.5% in Q3 2026, selling an estimated $72.6K and leaving 36,862 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Wealth Enhancement Advisory Services first reported a position in HELE in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.25M in Q4 2023. 118 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

Wealth Enhancement Advisory Services held 36,862 shares of Helen of Troy worth $979K as of Q3 2026.
Wealth Enhancement Advisory Services sold 2,568 Helen of Troy shares in Q3 2026, an estimated $72.6K.
Helen of Troy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2195 holding.
Wealth Enhancement Advisory Services first reported a position in Helen of Troy in Q3 2023 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Helen of Troy position peaked at $3.25M in Q4 2023.
118 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.