Cerity Partners
HELE icon

Cerity Partners’s Helen of Troy HELE Stock Holding History

Cerity Partners’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 		$432K Buy
+29,934
New +$523K ﹤0.01% 2374
2025
Q4 		– Sell
-11,416
Closed -$288K – 2938
2025
Q3 		$288K Sell
11,416
-7,382
-39% -$179K ﹤0.01% 2307
2025
Q2 		$533K Buy
+18,798
New +$577K ﹤0.01% 1821
2024
Q4 		– Sell
-3,721
Closed -$230K – 2502
2024
Q3 		$230K Buy
+3,721
New +$220K ﹤0.01% 2232

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

Cerity Partners's HELE Position: Q1 2026 in Review

Cerity Partners opened a new position in Helen of Troy (HELE) in Q1 2026: 29,934 shares worth $432K. The stake represents ﹤0.01% of the portfolio and ranks #2374 among its holdings. This is a return to the name: Cerity Partners previously reported a position in HELE as recently as Q3 2025.

Cerity Partners first reported a position in HELE in Q3 2024 and has held it in 4 quarters since. The position peaked at $533K in Q2 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Cerity Partners held 29,934 shares of Helen of Troy worth $432K as of Q1 2026.
  • Helen of Troy was a new Cerity Partners position in Q1 2026.
  • Helen of Troy made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2374 holding.
  • Cerity Partners first reported a position in Helen of Troy in Q3 2024 and has held it in 4 quarters since.
  • Cerity Partners's Helen of Troy position peaked at $533K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.