Atom Investors’s Helen of Troy HELE Stock Holding History

Atom Investors’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	-13,606	Closed	-$196K	–	916
2026 Q1	$196K	Buy	+13,606	New	+$238K	0.01%	609
2025 Q2	–	Sell	-28,336	Closed	-$1.52M	–	689
2025 Q1	$1.52M	Buy	28,336 +7,049	+33%	+$407K	0.19%	154
2024 Q4	$1.27M	Buy	+21,287	New	+$1.42M	0.16%	196

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

Atom Investors's HELE Position: Q2 2026 in Review

Atom Investors sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 13,606 shares — an estimated $196K sold.

Atom Investors first reported a position in HELE in Q4 2024 and held it in 3 quarters. The position peaked at $1.52M in Q1 2025. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Atom Investors reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
Atom Investors sold 13,606 Helen of Troy shares in Q2 2026, an estimated $196K.
Atom Investors first reported a position in Helen of Troy in Q4 2024 and held it in 3 quarters.
Atom Investors's Helen of Troy position peaked at $1.52M in Q1 2025.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.