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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
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
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

Atom Investors's HELE Position: Q1 2026 in Review

Atom Investors opened a new position in Helen of Troy (HELE) in Q1 2026: 13,606 shares worth $196K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Atom Investors previously reported a position in HELE as recently as Q1 2025.

Atom Investors first reported a position in HELE in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.52M in Q1 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Atom Investors held 13,606 shares of Helen of Troy worth $196K as of Q1 2026.
  • Helen of Troy was a new Atom Investors position in Q1 2026.
  • Helen of Troy made up 0.01% of Atom Investors's portfolio in Q1 2026, its #609 holding.
  • Atom Investors first reported a position in Helen of Troy in Q4 2024 and has held it in 3 quarters since.
  • Atom Investors's Helen of Troy position peaked at $1.52M in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.