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 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%	+$9.56K	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

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

Wealth Enhancement Advisory Services's HELE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Helen of Troy (HELE) stake by 130% in Q2 2026, buying an estimated $527K and bringing the position to 39,430 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Wealth Enhancement Advisory Services first reported a position in HELE in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.25M in Q4 2023. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Wealth Enhancement Advisory Services held 39,430 shares of Helen of Troy worth $1.04M as of Q2 2026.
Wealth Enhancement Advisory Services bought 22,299 Helen of Troy shares in Q2 2026, an estimated $527K.
Helen of Troy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2045 holding.
Wealth Enhancement Advisory Services first reported a position in Helen of Troy in Q3 2023 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Helen of Troy position peaked at $3.25M in Q4 2023.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.