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Campbell & Co Investment Adviser’s Helen of Troy HELE Stock Holding History

Campbell & Co Investment Adviser’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
-94,883
Closed -$2.02M – 1205
2025
Q4 		$2.02M Buy
+94,883
New +$1.94M 0.1% 333
2025
Q2 		– Sell
-13,908
Closed -$744K – 1263
2025
Q1 		$744K Sell
13,908
-19,083
-58% -$1.1M 0.06% 534
2024
Q4 		$1.97M Buy
+32,991
New +$2.19M 0.15% 185
2024
Q3 		– Sell
-2,666
Closed -$247K – 1194
2024
Q2 		$247K Sell
2,666
-15,150
-85% -$1.53M 0.02% 899
2024
Q1 		$2.05M Buy
17,816
+12,555
+239% +$1.5M 0.18% 135
2023
Q4 		$636K Sell
5,261
-9,627
-65% -$1.04M 0.06% 595
2023
Q3 		$1.74M Buy
+14,888
New +$1.85M 0.21% 121
2022
Q4 		– Sell
-21,189
Closed -$2.04M – 868
2022
Q3 		$2.04M Buy
21,189
+12,377
+140% +$1.59M 0.46% 26
2022
Q2 		$1.43M Buy
+8,812
New +$1.66M 0.39% 31
2022
Q1 		– Sell
-1,636
Closed -$400K – 775
2021
Q4 		$400K Buy
+1,636
New +$388K 0.14% 266
2020
Q3 		– Sell
-1,430
Closed -$270K – 422
2020
Q2 		$270K Buy
+1,430
New +$234K 0.34% 120

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

Campbell & Co Investment Adviser's HELE Position: Q1 2026 in Review

Campbell & Co Investment Adviser sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 94,883 shares — an estimated $2.02M sold.

Campbell & Co Investment Adviser first reported a position in HELE in Q2 2020 and held it in 11 quarters. The position peaked at $2.05M in Q1 2024. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Campbell & Co Investment Adviser reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 94,883 Helen of Troy shares in Q1 2026, an estimated $2.02M.
  • Campbell & Co Investment Adviser first reported a position in Helen of Troy in Q2 2020 and held it in 11 quarters.
  • Campbell & Co Investment Adviser's Helen of Troy position peaked at $2.05M in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.