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Aster Capital Management’s Helen of Troy HELE Stock Holding History

Aster Capital 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 		– Sell
-12,361
Closed -$661K – 1021
2026
Q1 		$661K Sell
12,361
-11,357
-48% -$199K 0.22% 110
2025
Q4 		$504K Buy
+23,718
New +$484K 0.22% 85
2025
Q1 		– Sell
-217
Closed -$13K – 1428
2024
Q4 		$13K Sell
217
-1,027
-83% -$68.3K 0.01% 712
2024
Q3 		$76.9K Buy
+1,244
New +$73.6K 0.02% 417

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aster Capital Management's HELE Position: Q2 2026 in Review

Aster Capital Management sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 12,361 shares — an estimated $661K sold.

Aster Capital Management first reported a position in HELE in Q3 2024 and held it in 4 quarters. The position peaked at $661K in Q1 2026. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Aster Capital Management reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
  • Aster Capital Management sold 12,361 Helen of Troy shares in Q2 2026, an estimated $661K.
  • Aster Capital Management first reported a position in Helen of Troy in Q3 2024 and held it in 4 quarters.
  • Aster Capital Management's Helen of Troy position peaked at $661K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Aster Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.