Bank of Montreal’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-8,980
| Closed | -$226K | – | 3701 |
|
|
2025
Q3 | $226K | Sell |
8,980
-12,496
| -58% | -$303K | ﹤0.01% | 2702 |
|
|
2025
Q2 | $609K | Sell |
21,476
-24,005
| -53% | -$737K | ﹤0.01% | 2164 |
|
|
2025
Q1 | $2.43M | Buy |
45,481
+19,809
| +77% | +$1.14M | ﹤0.01% | 1435 |
|
|
2024
Q4 | $1.54M | Buy |
25,672
+8,610
| +50% | +$572K | ﹤0.01% | 1655 |
|
|
2024
Q3 | $1.05M | Buy |
17,062
+9,223
| +118% | +$545K | ﹤0.01% | 2011 |
|
|
2024
Q2 | $779K | Buy |
7,839
+573
| +8% | +$58.1K | ﹤0.01% | 2160 |
|
|
2024
Q1 | $844K | Sell |
7,266
-18,571
| -72% | -$2.22M | ﹤0.01% | 2100 |
|
|
2023
Q4 | $3.17M | Buy |
25,837
+19,220
| +290% | +$2.07M | ﹤0.01% | 1477 |
|
|
2023
Q3 | $784K | Sell |
6,617
-771
| -10% | -$96K | ﹤0.01% | 2184 |
|
|
2023
Q2 | $805K | Sell |
7,388
-354
| -5% | -$33.9K | ﹤0.01% | 2305 |
|
|
2023
Q1 | $745K | Buy |
7,742
+4,049
| +110% | +$433K | ﹤0.01% | 2231 |
|
|
2022
Q4 | $417K | Sell |
3,693
-1,081
| -23% | -$105K | ﹤0.01% | 2714 |
|
|
2022
Q3 | $598 | Sell |
4,774
-4,737
| -50% | -$609K | ﹤0.01% | 2471 |
|
|
2022
Q2 | $1.99K | Buy |
9,511
+7,625
| +404% | +$1.44M | ﹤0.01% | 1891 |
|
|
2022
Q1 | $386K | Buy |
1,886
+50
| +3% | +$10.5K | ﹤0.01% | 3024 |
|
|
2021
Q4 | $449K | Sell |
1,836
-585
| -24% | -$139K | ﹤0.01% | 2472 |
|
|
2021
Q3 | $556K | Sell |
2,421
-1,429
| -37% | -$327K | ﹤0.01% | 2817 |
|
|
2021
Q2 | $878K | Buy |
3,850
+90
| +2% | +$19.8K | ﹤0.01% | 2558 |
|
|
2021
Q1 | $814K | Sell |
3,760
-3,410
| -48% | -$769K | ﹤0.01% | 2348 |
|
|
2020
Q4 | $1.51M | Buy |
7,170
+2,791
| +64% | +$575K | ﹤0.01% | 1981 |
|
|
2020
Q3 | $890K | Sell |
4,379
-983
| -18% | -$195K | ﹤0.01% | 2035 |
|
|
2020
Q2 | $1.1M | Sell |
5,362
-12,440
| -70% | -$2.04M | ﹤0.01% | 1883 |
|
|
2020
Q1 | $2.25M | Buy |
17,802
+11,253
| +172% | +$1.91M | ﹤0.01% | 1373 |
|
|
2019
Q4 | $1.18M | Buy |
6,549
+2,700
| +70% | +$433K | ﹤0.01% | 2171 |
|
|
2019
Q3 | $606K | Buy |
3,849
+223
| +6% | +$33.1K | ﹤0.01% | 2304 |
|
|
2019
Q2 | $473K | Buy |
3,626
+2,497
| +221% | +$327K | ﹤0.01% | 2451 |
|
|
2019
Q1 | $131K | Sell |
1,129
-508
| -31% | -$58.6K | ﹤0.01% | 2942 |
|
|
2018
Q4 | $215K | Buy |
1,637
+355
| +28% | +$46.6K | ﹤0.01% | 2537 |
|
|
2018
Q3 | $168K | Buy |
1,282
+41
| +3% | +$4.83K | ﹤0.01% | 2849 |
|
|
2018
Q2 | $122K | Buy |
1,241
+190
| +18% | +$17.3K | ﹤0.01% | 3026 |
|
|
2018
Q1 | $92K | Sell |
1,051
-17,059
| -94% | -$1.55M | ﹤0.01% | 2995 |
|
|
2017
Q4 | $1.75M | Buy |
18,110
+15,313
| +547% | +$1.41M | ﹤0.01% | 1647 |
|
|
2017
Q3 | $272K | Buy |
2,797
+269
| +11% | +$25.9K | ﹤0.01% | 2531 |
|
|
2017
Q2 | $238K | Hold |
2,528
| – | – | ﹤0.01% | 2581 |
|
|
2017
Q1 | $238K | Hold |
2,528
| – | – | ﹤0.01% | 2382 |
|
|
2016
Q4 | $215K | Sell |
2,528
-884
| -26% | -$73.9K | ﹤0.01% | 2459 |
|
|
2016
Q3 | $293K | Buy |
3,412
+311
| +10% | +$29.2K | ﹤0.01% | 2297 |
|
|
2016
Q2 | $319K | Sell |
3,101
-579
| -16% | -$58.4K | ﹤0.01% | 2259 |
|
|
2016
Q1 | $383K | Sell |
3,680
-2,497
| -40% | -$233K | ﹤0.01% | 2147 |
|
|
2015
Q4 | $582K | Buy |
6,177
+1,957
| +46% | +$196K | ﹤0.01% | 1928 |
|
|
2015
Q3 | $377K | Sell |
4,220
-7,895
| -65% | -$707K | ﹤0.01% | 1985 |
|
|
2015
Q2 | $1.18M | Sell |
12,115
-260
| -2% | -$22.9K | ﹤0.01% | 1593 |
|
|
2015
Q1 | $1.01M | Sell |
12,375
-4,381
| -26% | -$334K | ﹤0.01% | 1643 |
|
|
2014
Q4 | $1.09M | Hold |
16,756
| – | – | ﹤0.01% | 1671 |
|
|
2014
Q3 | $880K | Sell |
16,756
-1,991
| -11% | -$112K | ﹤0.01% | 1820 |
|
|
2014
Q2 | $1.14M | Buy |
18,747
+421
| +2% | +$26.2K | ﹤0.01% | 1690 |
|
|
2014
Q1 | $1.27M | Buy |
18,326
+3,823
| +26% | +$232K | ﹤0.01% | 1551 |
|
|
2013
Q4 | $716K | Hold |
14,503
| – | – | ﹤0.01% | 1645 |
|
|
2013
Q3 | $642K | Sell |
14,503
-7,445
| -34% | -$313K | ﹤0.01% | 1681 |
|
|
2013
Q2 | $842K | Buy |
+21,948
| New | +$834K | ﹤0.01% | 1467 |
|
Other funds holding HELE
Bank of Montreal's HELE Position: Q4 2025 in Review
Bank of Montreal sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 8,980 shares — an estimated $226K sold.
Bank of Montreal first reported a position in HELE in Q2 2013 and held it in 50 quarters. The position peaked at $3.17M in Q4 2023. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.
- Bank of Montreal reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
- Bank of Montreal sold 8,980 Helen of Troy shares in Q4 2025, an estimated $226K.
- Bank of Montreal first reported a position in Helen of Troy in Q2 2013 and held it in 50 quarters.
- Bank of Montreal's Helen of Troy position peaked at $3.17M in Q4 2023.
- 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.
Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.