Barrow, Hanley, Mewhinney & Strauss’s Helen of Troy HELE Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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	$3.08K	Hold	106	–	–	﹤0.01%	333
2026 Q1	$1.53K	Sell	106 -81	-43%	-$1.42K	﹤0.01%	343
2025 Q4	$3.97K	Hold	187	–	–	﹤0.01%	284
2025 Q3	$4.71K	Hold	187	–	–	﹤0.01%	277
2025 Q2	$5.31K	Hold	187	–	–	﹤0.01%	253
2025 Q1	$10K	Hold	187	–	–	﹤0.01%	217
2024 Q4	$11.2K	Sell	187 -2	-1%	-$133	﹤0.01%	221
2024 Q3	$11.7K	Buy	+189	New	+$11.2K	﹤0.01%	215

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

Barrow, Hanley, Mewhinney & Strauss's HELE Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss held its Helen of Troy (HELE) position steady in Q2 2026 at 106 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Barrow, Hanley, Mewhinney & Strauss first reported a position in HELE in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.7K in Q3 2024. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Barrow, Hanley, Mewhinney & Strauss held 106 shares of Helen of Troy worth $3.08K as of Q2 2026.
Barrow, Hanley, Mewhinney & Strauss left its Helen of Troy share count unchanged in Q2 2026.
Helen of Troy made up ﹤0.01% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #333 holding.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Helen of Troy in Q3 2024 and has held it in 8 quarters since.
Barrow, Hanley, Mewhinney & Strauss's Helen of Troy position peaked at $11.7K in Q3 2024.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.