CIBC Private Wealth Group
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CIBC Private Wealth Group’s Helen of Troy HELE Stock Holding History

CIBC Private Wealth Group’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
-45
Closed -$1.13K – 3458
2025
Q3 		$1.13K Hold
45
– – ﹤0.01% 2794
2025
Q2 		$1.28K Hold
45
– – ﹤0.01% 2730
2025
Q1 		$1.63K Hold
45
– – ﹤0.01% 2730
2024
Q4 		$2.65K Hold
45
– – ﹤0.01% 2644
2024
Q3 		$2.78K Sell
45
-100
-69% -$5.91K ﹤0.01% 2749
2024
Q2 		$12.9K Buy
145
+100
+222% +$10.1K ﹤0.01% 2199
2024
Q1 		$5.17K Buy
+45
New +$5.38K ﹤0.01% 2498

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $240B AUM 35.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group's HELE Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 45 shares — an estimated $1.13K sold.

CIBC Private Wealth Group first reported a position in HELE in Q1 2024 and held it in 7 quarters. The position peaked at $12.9K in Q2 2024. 192 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • CIBC Private Wealth Group reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 45 Helen of Troy shares in Q4 2025, an estimated $1.13K.
  • CIBC Private Wealth Group first reported a position in Helen of Troy in Q1 2024 and held it in 7 quarters.
  • CIBC Private Wealth Group's Helen of Troy position peaked at $12.9K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.