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Binnacle Investments’s Helen of Troy HELE Stock Holding History

Binnacle Investments’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 		$76 Buy
+3
New +$73 ﹤0.01% 929
2025
Q2 		– Sell
-3
Closed -$160 – 813
2025
Q1 		$160 Buy
+3
New +$173 ﹤0.01% 772

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

Binnacle Investments's HELE Position: Q3 2025 in Review

Binnacle Investments opened a new position in Helen of Troy (HELE) in Q3 2025: 3 shares worth $76. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings. This is a return to the name: Binnacle Investments previously reported a position in HELE as recently as Q1 2025.

Binnacle Investments first reported a position in HELE in Q1 2025 and has held it in 2 quarters since. The position peaked at $160 in Q1 2025. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Binnacle Investments held 3 shares of Helen of Troy worth $76 as of Q3 2025.
  • Helen of Troy was a new Binnacle Investments position in Q3 2025.
  • Helen of Troy made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #929 holding.
  • Binnacle Investments first reported a position in Helen of Troy in Q1 2025 and has held it in 2 quarters since.
  • Binnacle Investments's Helen of Troy position peaked at $160 in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

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