WealthCollab’s Helen of Troy HELE Stock Holding History

WealthCollab’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
2025 Q4	–	Sell	-64	Closed	-$1.61K	–	1059
2025 Q3	$1.61K	Sell	64 -37	-37%	-$896	﹤0.01%	866
2025 Q2	$2.87K	Buy	+101	New	+$3.1K	﹤0.01%	757

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthCollab's HELE Position: Q4 2025 in Review

WealthCollab sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 64 shares — an estimated $1.61K sold.

WealthCollab first reported a position in HELE in Q2 2025 and held it in 2 quarters. The position peaked at $2.87K in Q2 2025. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

WealthCollab reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
WealthCollab sold 64 Helen of Troy shares in Q4 2025, an estimated $1.61K.
WealthCollab first reported a position in Helen of Troy in Q2 2025 and held it in 2 quarters.
WealthCollab's Helen of Troy position peaked at $2.87K in Q2 2025.
193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on WealthCollab's 13F filing for Q4 2025, filed 27 Jan 2026.