Back to HELE

SIGNATUREFD, LLC → HELE

SIGNATUREFD, LLC HELE Position History

Helen of Troy Limited • Consumer Cyclical

Quarters held
4
Latest value
$95K
Q3 2026
Peak value
$100K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$81K
Q1 2026$48K
Q2 2026$100K
Q3 2026$95K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$95K3.5K——
Q2 2026$100K3.5K——
Q1 2026$48K3.3K——
Q4 2025$81K3.8K——

Other funds holding HELE

Other SIGNATUREFD, LLC positions

ETHA

ISHARES TR

$924.6M
ETHA

ISHARES TR

$898.6M
ETHA

ISHARES TR

$843.8M
ETHA

ISHARES TR

$767.1M
ETHA

ISHARES TR

$559.8M
BX

VANGUARD SPECIALIZED FUNDS

$548.1M
BX

VANGUARD SPECIALIZED FUNDS

$540.3M
ETHA

ISHARES TR

$536.6M