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 Q2	$2.22M	Buy	76,653 +55,620	+264%	+$1.32M	﹤0.01%	1051
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 New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acadian Asset Management's HELE Position: Q2 2026 in Review

Acadian Asset Management increased its Helen of Troy (HELE) stake by 264% in Q2 2026, buying an estimated $1.32M and bringing the position to 76,653 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Acadian Asset Management first reported a position in HELE in Q4 2013 and has held it in 18 quarters since. The position peaked at $7.69M in Q2 2014. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Acadian Asset Management held 76,653 shares of Helen of Troy worth $2.22M as of Q2 2026.
Acadian Asset Management bought 55,620 Helen of Troy shares in Q2 2026, an estimated $1.32M.
Helen of Troy made up ﹤0.01% of Acadian Asset Management's portfolio in Q2 2026, its #1051 holding.
Acadian Asset Management first reported a position in Helen of Troy in Q4 2013 and has held it in 18 quarters since.
Acadian Asset Management's Helen of Troy position peaked at $7.69M in Q2 2014.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Acadian Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.