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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
Q2 		– Sell
-93
Closed -$1.34K – 439
2026
Q1 		$1.34K Buy
+93
New +$1.63K ﹤0.01% 648

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Preservation Advisors's HELE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 93 shares — an estimated $1.34K sold.

Wealth Preservation Advisors first reported a position in HELE in Q1 2026 and held it in 1 quarter. The position peaked at $1.34K in Q1 2026. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 93 Helen of Troy shares in Q2 2026, an estimated $1.34K.
  • Wealth Preservation Advisors first reported a position in Helen of Troy in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Helen of Troy position peaked at $1.34K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.