Capital International Investors
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Capital International Investors’s Helen of Troy HELE Stock Holding History

Capital International Investors’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
-269,597
Closed -$5.73M – 466
2025
Q4 		$5.73M Hold
269,597
– – ﹤0.01% 419
2025
Q3 		$6.79M Hold
269,597
– – ﹤0.01% 408
2025
Q2 		$7.65M Hold
269,597
– – ﹤0.01% 402
2025
Q1 		$14.4M Hold
269,597
– – ﹤0.01% 392
2024
Q4 		$16.1M Hold
269,597
– – ﹤0.01% 399
2024
Q3 		$16.7M Sell
269,597
-152,324
-36% -$9.01M ﹤0.01% 389
2024
Q2 		$39.1M Buy
421,921
+61,819
+17% +$6.26M 0.01% 338
2024
Q1 		$41.5M Buy
360,102
+44,758
+14% +$5.35M 0.01% 337
2023
Q4 		$38.1M Hold
315,344
– – 0.01% 343
2023
Q3 		$36.8M Hold
315,344
– – 0.01% 338
2023
Q2 		$34.1M Hold
315,344
– – 0.01% 357
2023
Q1 		$30M Buy
+315,344
New +$33.8M 0.01% 362
2022
Q4 		– Sell
-535,940
Closed -$51.7M – 435
2022
Q3 		$51.7M Sell
535,940
-1,163,060
-68% -$149M 0.02% 332
2022
Q2 		$276M Buy
1,699,000
+283,404
+20% +$53.4M 0.08% 214
2022
Q1 		$277M Sell
1,415,596
-732
-0.1% -$154K 0.06% 234
2021
Q4 		$346M Buy
1,416,328
+388,569
+38% +$92.1M 0.07% 215
2021
Q3 		$231M Buy
1,027,759
+339,015
+49% +$77.6M 0.05% 240
2021
Q2 		$157M Buy
688,744
+242,153
+54% +$53.2M 0.04% 261
2021
Q1 		$94.1M Buy
446,591
+205,973
+86% +$46.4M 0.02% 293
2020
Q4 		$53.5M Buy
240,618
+195,618
+435% +$40.3M 0.01% 326
2020
Q3 		$8.71M Buy
+45,000
New +$8.94M ﹤0.01% 404

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $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 $34.1B AUM 23.81% 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

Capital International Investors's HELE Position: Q1 2026 in Review

Capital International Investors sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 269,597 shares — an estimated $5.73M sold.

Capital International Investors first reported a position in HELE in Q3 2020 and held it in 21 quarters. The position peaked at $346M in Q4 2021. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Capital International Investors reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Capital International Investors sold 269,597 Helen of Troy shares in Q1 2026, an estimated $5.73M.
  • Capital International Investors first reported a position in Helen of Troy in Q3 2020 and held it in 21 quarters.
  • Capital International Investors's Helen of Troy position peaked at $346M in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.