Axa
HELE icon

Axa’s Helen of Troy HELE Stock Holding History

Axa’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
2025
Q3 		– Sell
-7,352
Closed -$209K – 510
2025
Q2 		$209K Sell
7,352
-2,372
-24% -$72.8K ﹤0.01% 1081
2025
Q1 		$520K Buy
9,724
+2,372
+32% +$137K ﹤0.01% 923
2024
Q4 		$440K Buy
7,352
+3,881
+112% +$258K ﹤0.01% 958
2024
Q3 		$215K Buy
+3,471
New +$205K ﹤0.01% 1045
2021
Q2 		– Sell
-29,200
Closed -$6.15M – 1269
2021
Q1 		$6.15M Buy
+29,200
New +$6.58M 0.02% 651
2016
Q3 		– Sell
-5,100
Closed -$524K – 1258
2016
Q2 		$524K Sell
5,100
-51,900
-91% -$5.24M ﹤0.01% 999
2016
Q1 		$5.91M Buy
57,000
+5,300
+10% +$495K 0.03% 519
2015
Q4 		$4.87M Sell
51,700
-13,800
-21% -$1.38M 0.02% 566
2015
Q3 		$5.85M Buy
65,500
+59,900
+1,070% +$5.37M 0.02% 526
2015
Q2 		$546K Hold
5,600
– – ﹤0.01% 1069
2015
Q1 		$456K Sell
5,600
-9,900
-64% -$755K ﹤0.01% 1119
2014
Q4 		$1.01M Buy
+15,500
New +$954K ﹤0.01% 951
2014
Q1 		– Sell
-24,780
Closed -$1.23M – 1423
2013
Q4 		$1.23M Sell
24,780
-194
-0.8% -$9.1K 0.01% 874
2013
Q3 		$1.1M Sell
24,974
-1,125
-4% -$47.3K 0.01% 853
2013
Q2 		$1M Buy
+26,099
New +$991K 0.01% 840

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axa's HELE Position: Q3 2025 in Review

Axa sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 7,352 shares — an estimated $209K sold.

Axa first reported a position in HELE in Q2 2013 and held it in 15 quarters. The position peaked at $6.15M in Q1 2021. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Axa reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Axa sold 7,352 Helen of Troy shares in Q3 2025, an estimated $209K.
  • Axa first reported a position in Helen of Troy in Q2 2013 and held it in 15 quarters.
  • Axa's Helen of Troy position peaked at $6.15M in Q1 2021.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.