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Boothbay Fund Management’s Helen of Troy HELE Stock Holding History

Boothbay Fund Management’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
2018
Q3 		– Sell
-35
Closed -$345K – 848
2018
Q2 		$345K Buy
+35
New +$3.19K 0.03% 437

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boothbay Fund Management's HELE Position: Q2 2026 in Review

Boothbay Fund Management opened a new position in Helen of Troy (HELE) in Q2 2026: 25,758 shares worth $749K. The stake represents 0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Boothbay Fund Management previously reported a position in HELE as recently as Q4 2025.

Boothbay Fund Management first reported a position in HELE in Q1 2016 and has held it in 6 quarters since. The position peaked at $908K in Q3 2016. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Boothbay Fund Management held 25,758 shares of Helen of Troy worth $749K as of Q2 2026.
  • Helen of Troy was a new Boothbay Fund Management position in Q2 2026.
  • Helen of Troy made up 0.01% of Boothbay Fund Management's portfolio in Q2 2026, its #1272 holding.
  • Boothbay Fund Management first reported a position in Helen of Troy in Q1 2016 and has held it in 6 quarters since.
  • Boothbay Fund Management's Helen of Troy position peaked at $908K in Q3 2016.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.