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Ameritas Investment Partners’s Helen of Troy HELE Stock Holding History

Ameritas Investment Partners’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 		$27.6K Hold
1,914
– – ﹤0.01% 2439
2025
Q4 		$40.7K Hold
1,914
– – ﹤0.01% 2265
2025
Q3 		$48.2K Sell
1,914
-480
-20% -$11.6K ﹤0.01% 2150
2025
Q2 		$67.9K Hold
2,394
– – ﹤0.01% 1994
2025
Q1 		$128K Hold
2,394
– – ﹤0.01% 1540
2024
Q4 		$143K Hold
2,394
– – ﹤0.01% 1538
2024
Q3 		$148K Sell
2,394
-5,064
-68% -$299K ﹤0.01% 1535
2024
Q2 		$692K Sell
7,458
-178
-2% -$18K 0.02% 713
2024
Q1 		$880K Hold
7,636
– – 0.03% 655
2023
Q4 		$923K Sell
7,636
-163
-2% -$17.6K 0.03% 646
2023
Q3 		$909K Sell
7,799
-194
-2% -$24.2K 0.04% 606
2023
Q2 		$863K Sell
7,993
-101
-1% -$9.67K 0.03% 630
2023
Q1 		$770K Hold
8,094
– – 0.03% 665
2022
Q4 		$907K Hold
8,094
– – 0.04% 619
2022
Q3 		$780K Sell
8,094
-73
-0.9% -$9.38K 0.03% 614
2022
Q2 		$1.33M Sell
8,167
-103
-1% -$19.4K 0.06% 424
2022
Q1 		$1.62M Hold
8,270
– – 0.06% 409
2021
Q4 		$2.02M Hold
8,270
– – 0.07% 331
2021
Q3 		$1.86M Sell
8,270
-257
-3% -$58.8K 0.07% 331
2021
Q2 		$1.95M Sell
8,527
-151
-2% -$33.2K 0.07% 321
2021
Q1 		$1.83M Sell
8,678
-448
-5% -$101K 0.07% 329
2020
Q4 		$2.03M Sell
9,126
-199
-2% -$41K 0.09% 259
2020
Q3 		$1.8M Sell
9,325
-213
-2% -$42.3K 0.08% 257
2020
Q2 		$1.8M Buy
9,538
+251
+3% +$41.1K 0.09% 235
2020
Q1 		$1.34M Sell
9,287
-4
-0% -$678 0.08% 276
2019
Q4 		$1.67M Buy
9,291
+71
+0.8% +$11.4K 0.07% 302
2019
Q3 		$1.45M Sell
9,220
-181
-2% -$26.9K 0.07% 344
2019
Q2 		$1.23M Sell
9,401
-211
-2% -$27.6K 0.06% 422
2019
Q1 		$1.11M Sell
9,612
-491
-5% -$56.6K 0.05% 457
2018
Q4 		$1.32M Hold
10,103
– – 0.07% 328
2018
Q3 		$1.32M Hold
10,103
– – 0.06% 410
2018
Q2 		$995K Sell
10,103
-379
-4% -$34.6K 0.05% 535
2018
Q1 		$912K Hold
10,482
– – 0.04% 551
2017
Q4 		$1.01M Buy
10,482
+107
+1% +$9.85K 0.05% 543
2017
Q3 		$936K Hold
10,375
– – 0.04% 555
2017
Q2 		$976K Hold
10,375
– – 0.05% 534
2017
Q1 		$977K Sell
10,375
-513
-5% -$48.4K 0.05% 529
2016
Q4 		$919K Hold
10,888
– – 0.05% 545
2016
Q3 		$938K Buy
10,888
+4,389
+68% +$411K 0.05% 517
2016
Q2 		$668K Buy
6,499
+4,300
+196% +$434K 0.04% 465
2016
Q1 		$228K Hold
2,199
– – 0.02% 898
2015
Q4 		$207K Buy
+2,199
New +$220K 0.01% 921
2015
Q3 		– Sell
-2,199
Closed -$214K – 1133
2015
Q2 		$214K Sell
2,199
-363
-14% -$31.9K 0.01% 945
2015
Q1 		$209K Buy
+2,562
New +$195K 0.01% 987

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

Ameritas Investment Partners's HELE Position: Q1 2026 in Review

Ameritas Investment Partners held its Helen of Troy (HELE) position steady in Q1 2026 at 1,914 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Ameritas Investment Partners first reported a position in HELE in Q1 2015 and has held it in 44 quarters since. The position peaked at $2.03M in Q4 2020. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Ameritas Investment Partners held 1,914 shares of Helen of Troy worth $27.6K as of Q1 2026.
  • Ameritas Investment Partners left its Helen of Troy share count unchanged in Q1 2026.
  • Helen of Troy made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2439 holding.
  • Ameritas Investment Partners first reported a position in Helen of Troy in Q1 2015 and has held it in 44 quarters since.
  • Ameritas Investment Partners's Helen of Troy position peaked at $2.03M in Q4 2020.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.