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Brown Brothers Harriman & Co’s Helen of Troy HELE Stock Holding History

Brown Brothers Harriman & Co’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
Q1 		– Sell
-110
Closed -$2.34K – 1842
2025
Q4 		$2.34K Buy
+110
New +$2.24K ﹤0.01% 1696
2021
Q3 		– Sell
-2
Closed – – 1189
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1179
2021
Q1 		$0 Buy
+2
New +$451 ﹤0.01% 1162
2020
Q2 		– Sell
-43
Closed -$6K – 1071
2020
Q1 		$6K Buy
+43
New +$7.29K ﹤0.01% 770

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Brown Brothers Harriman & Co's HELE Position: Q1 2026 in Review

Brown Brothers Harriman & Co sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 110 shares — an estimated $2.34K sold.

Brown Brothers Harriman & Co first reported a position in HELE in Q1 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2020. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Brown Brothers Harriman & Co reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 110 Helen of Troy shares in Q1 2026, an estimated $2.34K.
  • Brown Brothers Harriman & Co first reported a position in Helen of Troy in Q1 2020 and held it in 4 quarters.
  • Brown Brothers Harriman & Co's Helen of Troy position peaked at $6K in Q1 2020.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2026, filed 14 May 2026.