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WhitTier Trust Company’s Helen of Troy HELE Stock Holding History

WhitTier Trust Company’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
Q3 		– Sell
-6
Closed -$170 – 1377
2025
Q2 		$170 Hold
6
– – ﹤0.01% 1420
2025
Q1 		$320 Hold
6
– – ﹤0.01% 1379
2024
Q4 		$358 Hold
6
– – ﹤0.01% 1309
2024
Q3 		$371 Hold
6
– – ﹤0.01% 1298
2024
Q2 		$556 Hold
6
– – ﹤0.01% 1228
2024
Q1 		$691 Hold
6
– – ﹤0.01% 1175
2023
Q4 		$724 Hold
6
– – ﹤0.01% 1167
2023
Q3 		$699 Hold
6
– – ﹤0.01% 1127
2023
Q2 		$648 Sell
6
-260
-98% -$24.9K ﹤0.01% 1142
2023
Q1 		$25.3K Hold
266
– – ﹤0.01% 799
2022
Q4 		$29.5K Sell
266
-4,733
-95% -$461K ﹤0.01% 769
2022
Q3 		$482K Buy
4,999
+363
+8% +$46.6K 0.02% 340
2022
Q2 		$753K Buy
4,636
+375
+9% +$70.7K 0.03% 300
2022
Q1 		$834K Buy
4,261
+647
+18% +$136K 0.03% 305
2021
Q4 		$884K Buy
3,614
+373
+12% +$88.4K 0.03% 292
2021
Q3 		$729K Buy
3,241
+139
+4% +$31.8K 0.03% 299
2021
Q2 		$708K Buy
3,102
+153
+5% +$33.6K 0.03% 300
2021
Q1 		$621K Buy
2,949
+297
+11% +$67K 0.03% 304
2020
Q4 		$589K Buy
2,652
+244
+10% +$50.3K 0.03% 300
2020
Q3 		$465K Buy
2,408
+142
+6% +$28.2K 0.03% 309
2020
Q2 		$427K Buy
2,266
+484
+27% +$79.2K 0.03% 307
2020
Q1 		$256K Buy
+1,782
New +$302K 0.02% 354

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WhitTier Trust Company's HELE Position: Q3 2025 in Review

WhitTier Trust Company sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 6 shares — an estimated $170 sold.

WhitTier Trust Company first reported a position in HELE in Q1 2020 and held it in 22 quarters. The position peaked at $884K in Q4 2021. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • WhitTier Trust Company reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 6 Helen of Troy shares in Q3 2025, an estimated $170.
  • WhitTier Trust Company first reported a position in Helen of Troy in Q1 2020 and held it in 22 quarters.
  • WhitTier Trust Company's Helen of Troy position peaked at $884K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.