BOLTON SECURITIES CORPORATION’s Helen of Troy HELE Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$1.18K	Buy	+22	New	+$1.27K	﹤0.01%	1769

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's HELE Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Helen of Troy (HELE) in Q1 2025: 22 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #1769 among its holdings.

232 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

BOLTON SECURITIES CORPORATION held 22 shares of Helen of Troy worth $1.18K as of Q1 2025.
Helen of Troy was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Helen of Troy made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1769 holding.
232 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.