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Helen Of Troy shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Helen Of Troy (HELE) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Helen Of Troy

Tip: Access up to 7 years of quarterly data

All positions including Helen Of Troy held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helen Of Troy by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $535k 19k 28.38
2025-03-31 $1.0M 19k 53.49
2024-12-31 $803k 13k 59.83
2021-12-31 $259k 1.1k 244.57

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Helen Of Troy

BlackRock
Vanguard Group
D. E. Shaw & Co
Pzena Investment Management
Dimensional Fund Advisors
State Street Corporation
Wellington Management Company
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Invenomic Capital Management
RWWM
Geode Capital Management
CastleKnight Management
Millennium Management

View all funds holding Helen Of Troy