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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HELE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HELE Position History
Helen of Troy Limited • Consumer Cyclical
Quarters held
4
Latest value
$979K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $218K |
| Q1 2026 | $250K |
| Q2 2026 | $1M |
| Q3 2026 | $979K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $979K | 36.9K | — | — |
| Q2 2026 | $1M | 39.4K | — | — |
| Q1 2026 | $250K | 17.1K | — | — |
| Q3 2025 | $218K | 8.1K | — | — |
Other funds holding HELE
$204.5M
$164.5M
$135.8M
$100.8M
$97.3M
$91.6M
$90.4M