AXQ Capital’s Helen of Troy HELE Stock Holding History

AXQ Capital’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 Q4	–	Sell	-10,039	Closed	-$253K	–	817
2025 Q3	$253K	Buy	+10,039	New	+$243K	0.1%	369
2024 Q1	–	Sell	-2,309	Closed	-$279K	–	738
2023 Q4	$279K	Buy	+2,309	New	+$249K	0.07%	400

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AXQ Capital's HELE Position: Q4 2025 in Review

AXQ Capital sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 10,039 shares — an estimated $253K sold.

AXQ Capital first reported a position in HELE in Q4 2023 and held it in 2 quarters. The position peaked at $279K in Q4 2023. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

AXQ Capital reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
AXQ Capital sold 10,039 Helen of Troy shares in Q4 2025, an estimated $253K.
AXQ Capital first reported a position in Helen of Troy in Q4 2023 and held it in 2 quarters.
AXQ Capital's Helen of Troy position peaked at $279K in Q4 2023.
193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on AXQ Capital's 13F filing for Q4 2025, filed 10 Feb 2026.