Ancora Advisors’s Helen of Troy HELE Stock Holding History

Ancora Advisors’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	–	Sell	-1,090	Closed	-$23.2K	–	2464
2025 Q4	$23.2K	Buy	+1,090	New	+$22.2K	﹤0.01%	1493
2025 Q2	–	Sell	-81,650	Closed	-$4.37M	–	2004
2025 Q1	$4.37M	Buy	81,650 +29,251	+56%	+$1.69M	0.1%	183
2024 Q4	$3.14M	Buy	52,399 +14,999	+40%	+$997K	0.07%	219
2024 Q3	$2.31M	Buy	+37,400	New	+$2.21M	0.05%	257

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Ancora Advisors's HELE Position: Q1 2026 in Review

Ancora Advisors sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 1,090 shares — an estimated $23.2K sold.

Ancora Advisors first reported a position in HELE in Q3 2024 and held it in 4 quarters. The position peaked at $4.37M in Q1 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

Ancora Advisors reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
Ancora Advisors sold 1,090 Helen of Troy shares in Q1 2026, an estimated $23.2K.
Ancora Advisors first reported a position in Helen of Troy in Q3 2024 and held it in 4 quarters.
Ancora Advisors's Helen of Troy position peaked at $4.37M in Q1 2025.
187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.