Wealth Preservation Advisors’s Helen of Troy HELE Stock Holding History

Wealth Preservation 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
2026 Q1	$1.34K	Buy	+93	New	+$1.63K	﹤0.01%	648

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Wealth Preservation Advisors's HELE Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Helen of Troy (HELE) in Q1 2026: 93 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings.

187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

Wealth Preservation Advisors held 93 shares of Helen of Troy worth $1.34K as of Q1 2026.
Helen of Troy was a new Wealth Preservation Advisors position in Q1 2026.
Helen of Troy made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #648 holding.
187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.