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Cedar Mountain Advisors’s Helen of Troy HELE Stock Holding History

Cedar Mountain 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
2026
Q1 		– Sell
-19
Closed -$404 – 1173
2025
Q4 		$404 Sell
19
-26
-58% -$530 ﹤0.01% 626
2025
Q3 		$1.13K Buy
+45
New +$1.09K ﹤0.01% 505

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

Cedar Mountain Advisors's HELE Position: Q1 2026 in Review

Cedar Mountain Advisors sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 19 shares — an estimated $404 sold.

Cedar Mountain Advisors first reported a position in HELE in Q3 2025 and held it in 2 quarters. The position peaked at $1.13K in Q3 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Cedar Mountain Advisors reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 19 Helen of Troy shares in Q1 2026, an estimated $404.
  • Cedar Mountain Advisors first reported a position in Helen of Troy in Q3 2025 and held it in 2 quarters.
  • Cedar Mountain Advisors's Helen of Troy position peaked at $1.13K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Cedar Mountain Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.