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
Q2 		$471K Buy
16,200
+4,800
+42% +$114K ﹤0.01% 1284
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 $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

Canada Pension Plan Investment Board's HELE Position: Q2 2026 in Review

Canada Pension Plan Investment Board increased its Helen of Troy (HELE) stake by 42% in Q2 2026, buying an estimated $114K and bringing the position to 16,200 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Canada Pension Plan Investment Board first reported a position in HELE in Q2 2019 and has held it in 22 quarters since. The position peaked at $3.92M in Q3 2023. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Canada Pension Plan Investment Board held 16,200 shares of Helen of Troy worth $471K as of Q2 2026.
  • Canada Pension Plan Investment Board bought 4,800 Helen of Troy shares in Q2 2026, an estimated $114K.
  • Helen of Troy made up ﹤0.01% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #1284 holding.
  • Canada Pension Plan Investment Board first reported a position in Helen of Troy in Q2 2019 and has held it in 22 quarters since.
  • Canada Pension Plan Investment Board's Helen of Troy position peaked at $3.92M in Q3 2023.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.