Capstone Investment Advisors
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Capstone Investment Advisors’s Helen of Troy HELE Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-10,917
Closed -$275K – 1793
2025
Q3 		$275K Buy
+10,917
New +$264K ﹤0.01% 1686
2023
Q3 		– Sell
-3,141
Closed -$339K – 2180
2023
Q2 		$339K Buy
+3,141
New +$301K ﹤0.01% 1336
2017
Q2 		– Sell
-2,247
Closed -$211K – 750
2017
Q1 		$211K Buy
+2,247
New +$212K 0.01% 773
2016
Q4 		– Sell
-8,033
Closed -$692K – 1015
2016
Q3 		$692K Buy
+8,033
New +$753K 0.02% 451

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capstone Investment Advisors's HELE Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 10,917 shares — an estimated $275K sold.

Capstone Investment Advisors first reported a position in HELE in Q3 2016 and held it in 4 quarters. The position peaked at $692K in Q3 2016. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,917 Helen of Troy shares in Q4 2025, an estimated $275K.
  • Capstone Investment Advisors first reported a position in Helen of Troy in Q3 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's Helen of Troy position peaked at $692K in Q3 2016.
  • 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.