Acadian Asset Management
HELE icon

Acadian Asset Management’s Helen of Troy HELE Stock Holding History

Acadian Asset Management’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
2026
Q1 		$303K Buy
21,033
+5,560
+36% +$97.2K ﹤0.01% 1481
2025
Q4 		$327K Buy
15,473
+14,610
+1,693% +$298K ﹤0.01% 1417
2025
Q3 		$21K Buy
+863
New +$20.9K ﹤0.01% 1766
2020
Q4 		– Sell
-1,321
Closed -$256K – 2263
2020
Q3 		$256K Buy
1,321
+956
+262% +$190K ﹤0.01% 1366
2020
Q2 		$69K Sell
365
-13,828
-97% -$2.26M ﹤0.01% 1820
2020
Q1 		$2.04M Buy
14,193
+12,718
+862% +$2.15M 0.01% 599
2019
Q4 		$265K Buy
+1,475
New +$237K ﹤0.01% 1228
2019
Q1 		– Sell
-50
Closed -$7K – 1987
2018
Q4 		$7K Sell
50
-20,771
-100% -$2.73M ﹤0.01% 1634
2018
Q3 		$2.73M Buy
+20,821
New +$2.45M 0.01% 505
2016
Q4 		– Sell
-58
Closed -$5K – 1687
2016
Q3 		$5K Hold
58
– – ﹤0.01% 1317
2016
Q2 		$6K Sell
58
-1,142
-95% -$115K ﹤0.01% 1275
2016
Q1 		$125K Buy
1,200
+1,146
+2,122% +$107K ﹤0.01% 995
2015
Q4 		$5K Buy
+54
New +$5.4K ﹤0.01% 1302
2015
Q2 		– Sell
-68
Closed -$6K – 1416
2015
Q1 		$6K Buy
+68
New +$5.19K ﹤0.01% 1266
2014
Q3 		– Sell
-126,912
Closed -$7.69M – 1071
2014
Q2 		$7.69M Buy
126,912
+107,358
+549% +$6.68M 0.04% 312
2014
Q1 		$1.35M Buy
19,554
+17,491
+848% +$1.06M 0.01% 533
2013
Q4 		$102K Buy
+2,063
New +$96.7K ﹤0.01% 881

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Acadian Asset Management's HELE Position: Q1 2026 in Review

Acadian Asset Management increased its Helen of Troy (HELE) stake by 36% in Q1 2026, buying an estimated $97.2K and bringing the position to 21,033 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Acadian Asset Management first reported a position in HELE in Q4 2013 and has held it in 17 quarters since. The position peaked at $7.69M in Q2 2014. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Acadian Asset Management held 21,033 shares of Helen of Troy worth $303K as of Q1 2026.
  • Acadian Asset Management bought 5,560 Helen of Troy shares in Q1 2026, an estimated $97.2K.
  • Helen of Troy made up ﹤0.01% of Acadian Asset Management's portfolio in Q1 2026, its #1481 holding.
  • Acadian Asset Management first reported a position in Helen of Troy in Q4 2013 and has held it in 17 quarters since.
  • Acadian Asset Management's Helen of Troy position peaked at $7.69M in Q2 2014.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.