West Branch Capital’s Helen of Troy HELE Stock Holding History

West Branch Capital’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	-204	Closed	-$5.14K	–	440
2025 Q3	$5.14K	Buy	+204	New	+$4.94K	﹤0.01%	326

Other funds holding HELE

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Branch Capital's HELE Position: Q4 2025 in Review

West Branch Capital sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 204 shares — an estimated $5.14K sold.

West Branch Capital first reported a position in HELE in Q3 2025 and held it in 1 quarter. The position peaked at $5.14K in Q3 2025. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

West Branch Capital reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 204 Helen of Troy shares in Q4 2025, an estimated $5.14K.
West Branch Capital first reported a position in Helen of Troy in Q3 2025 and held it in 1 quarter.
West Branch Capital's Helen of Troy position peaked at $5.14K in Q3 2025.
193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.