Canada Pension Plan Investment Board
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Canada Pension Plan Investment Board’s Helen of Troy HELE Stock Holding History

Canada Pension Plan Investment Board’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 		$164K Buy
11,400
+7,600
+200% +$133K ﹤0.01% 1600
2025
Q4 		$80.8K Sell
3,800
-2,400
-39% -$49K ﹤0.01% 1844
2025
Q3 		$156K Sell
6,200
-400
-6% -$9.69K ﹤0.01% 1146
2025
Q2 		$187K Buy
6,600
+5,300
+408% +$163K ﹤0.01% 1111
2025
Q1 		$69.5K Buy
1,300
+800
+160% +$46.2K ﹤0.01% 1172
2024
Q4 		$29.9K Buy
500
+200
+67% +$13.3K ﹤0.01% 1348
2024
Q3 		$18.6K Sell
300
-5,600
-95% -$331K ﹤0.01% 1290
2024
Q2 		$547K Hold
5,900
– – ﹤0.01% 1055
2024
Q1 		$680K Sell
5,900
-24,800
-81% -$2.96M ﹤0.01% 1078
2023
Q4 		$3.71M Sell
30,700
-2,900
-9% -$313K ﹤0.01% 727
2023
Q3 		$3.92M Buy
33,600
+16,100
+92% +$2M 0.01% 646
2023
Q2 		$1.89M Buy
+17,500
New +$1.68M ﹤0.01% 732
2022
Q1 		– Sell
-2,028
Closed -$496K – 1427
2021
Q4 		$496K Buy
2,028
+741
+58% +$176K ﹤0.01% 1100
2021
Q3 		$289K Buy
1,287
+485
+60% +$111K ﹤0.01% 1188
2021
Q2 		$183K Buy
+802
New +$176K ﹤0.01% 961
2021
Q1 		– Sell
-218
Closed -$48K – 1391
2020
Q4 		$48K Sell
218
-390
-64% -$80.4K ﹤0.01% 1279
2020
Q3 		$118K Sell
608
-2,456
-80% -$488K ﹤0.01% 965
2020
Q2 		$578K Sell
3,064
-304
-9% -$49.8K ﹤0.01% 1043
2020
Q1 		$485K Buy
3,368
+2,619
+350% +$444K ﹤0.01% 988
2019
Q4 		$135K Buy
+749
New +$120K ﹤0.01% 1296
2019
Q3 		– Sell
-27,000
Closed -$3.53M – 1235
2019
Q2 		$3.53M Buy
+27,000
New +$3.53M 0.01% 821

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Canada Pension Plan Investment Board's HELE Position: Q1 2026 in Review

Canada Pension Plan Investment Board increased its Helen of Troy (HELE) stake by 200% in Q1 2026, buying an estimated $133K and bringing the position to 11,400 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Canada Pension Plan Investment Board first reported a position in HELE in Q2 2019 and has held it in 21 quarters since. The position peaked at $3.92M in Q3 2023. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Canada Pension Plan Investment Board held 11,400 shares of Helen of Troy worth $164K as of Q1 2026.
  • Canada Pension Plan Investment Board bought 7,600 Helen of Troy shares in Q1 2026, an estimated $133K.
  • Helen of Troy made up ﹤0.01% of Canada Pension Plan Investment Board's portfolio in Q1 2026, its #1600 holding.
  • Canada Pension Plan Investment Board first reported a position in Helen of Troy in Q2 2019 and has held it in 21 quarters since.
  • Canada Pension Plan Investment Board's Helen of Troy position peaked at $3.92M in Q3 2023.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q1 2026, filed 15 May 2026.