Citadel Advisors’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $744K | Sell |
51,600
-151,700
| -75% | -$2.65M | ﹤0.01% | 8373 |
|
|
2025
Q4 | $4.32M | Buy |
203,300
+1,300
| +0.6% | +$26.5K | ﹤0.01% | 4505 |
|
|
2025
Q3 | $5.09M | Buy |
202,000
+111,100
| +122% | +$2.69M | ﹤0.01% | 4331 |
|
|
2025
Q2 | $2.58M | Sell |
90,900
-3,800
| -4% | -$117K | ﹤0.01% | 5241 |
|
|
2025
Q1 | $5.07M | Sell |
94,700
-19,400
| -17% | -$1.12M | ﹤0.01% | 3850 |
|
|
2024
Q4 | $6.83M | Sell |
114,100
-25,100
| -18% | -$1.67M | ﹤0.01% | 3483 |
|
|
2024
Q3 | $8.61M | Buy |
139,200
+35,900
| +35% | +$2.12M | ﹤0.01% | 3147 |
|
|
2024
Q2 | $9.58M | Buy |
103,300
+2,800
| +3% | +$284K | ﹤0.01% | 2823 |
|
|
2024
Q1 | $11.6M | Sell |
100,500
-45,100
| -31% | -$5.39M | ﹤0.01% | 2757 |
|
|
2023
Q4 | $17.6M | Sell |
145,600
-37,700
| -21% | -$4.06M | ﹤0.01% | 2147 |
|
|
2023
Q3 | $21.4M | Sell |
183,300
-46,800
| -20% | -$5.83M | ﹤0.01% | 1790 |
|
|
2023
Q2 | $24.9M | Buy |
230,100
+24,500
| +12% | +$2.35M | 0.01% | 1667 |
|
|
2023
Q1 | $19.6M | Buy |
205,600
+35,200
| +21% | +$3.77M | ﹤0.01% | 1940 |
|
|
2022
Q4 | $18.9M | Buy |
170,400
+134,400
| +373% | +$13.1M | ﹤0.01% | 2023 |
|
|
2022
Q3 | $3.47M | Buy |
36,000
+10,000
| +38% | +$1.29M | ﹤0.01% | 4515 |
|
|
2022
Q2 | $4.22M | Buy |
26,000
+3,100
| +14% | +$585K | ﹤0.01% | 4122 |
|
|
2022
Q1 | $4.49M | Sell |
22,900
-2,800
| -11% | -$590K | ﹤0.01% | 4389 |
|
|
2021
Q4 | $6.28M | Buy |
25,700
+5,800
| +29% | +$1.38M | ﹤0.01% | 3894 |
|
|
2021
Q3 | $4.47M | Sell |
19,900
-9,400
| -32% | -$2.15M | ﹤0.01% | 4523 |
|
|
2021
Q2 | $6.68M | Buy |
29,300
+2,500
| +9% | +$550K | ﹤0.01% | 3834 |
|
|
2021
Q1 | $5.65M | Sell |
26,800
-8,800
| -25% | -$1.98M | ﹤0.01% | 4003 |
|
|
2020
Q4 | $7.91M | Buy |
35,600
+8,300
| +30% | +$1.71M | ﹤0.01% | 2962 |
|
|
2020
Q3 | $5.28M | Buy |
27,300
+1,400
| +5% | +$278K | ﹤0.01% | 3071 |
|
|
2020
Q2 | $4.88M | Buy |
25,900
+1,300
| +5% | +$213K | ﹤0.01% | 3118 |
|
|
2020
Q1 | $3.54M | Buy |
24,600
+11,300
| +85% | +$1.91M | ﹤0.01% | 3198 |
|
|
2019
Q4 | $2.39M | Sell |
13,300
-10,400
| -44% | -$1.67M | ﹤0.01% | 4128 |
|
|
2019
Q3 | $3.74M | Buy |
23,700
+5,100
| +27% | +$758K | ﹤0.01% | 3524 |
|
|
2019
Q2 | $2.43M | Buy |
18,600
+6,000
| +48% | +$785K | ﹤0.01% | 4186 |
|
|
2019
Q1 | $1.46M | Sell |
12,600
-13,500
| -52% | -$1.56M | ﹤0.01% | 4953 |
|
|
2018
Q4 | $3.42M | Sell |
26,100
-40,500
| -61% | -$5.31M | ﹤0.01% | 3338 |
|
|
2018
Q3 | $8.72M | Buy |
66,600
+52,400
| +369% | +$6.17M | ﹤0.01% | 2277 |
|
|
2018
Q2 | $1.4M | Buy |
14,200
+6,200
| +78% | +$565K | ﹤0.01% | 4660 |
|
|
2018
Q1 | $696K | Buy |
8,000
+2,400
| +43% | +$218K | ﹤0.01% | 5331 |
|
|
2017
Q4 | $540K | Hold |
5,600
| – | – | ﹤0.01% | 5533 |
|
|
2017
Q3 | $543K | Buy |
5,600
+3,300
| +143% | +$317K | ﹤0.01% | 5204 |
|
|
2017
Q2 | $216K | Sell |
2,300
-1,900
| -45% | -$177K | ﹤0.01% | 6446 |
|
|
2017
Q1 | $396K | Sell |
4,200
-1,400
| -25% | -$132K | ﹤0.01% | 5430 |
|
|
2016
Q4 | $473K | Sell |
5,600
-10,600
| -65% | -$887K | ﹤0.01% | 4989 |
|
|
2016
Q3 | $1.4M | Sell |
16,200
-17,300
| -52% | -$1.62M | ﹤0.01% | 3422 |
|
|
2016
Q2 | $3.44M | Buy |
33,500
+16,700
| +99% | +$1.69M | ﹤0.01% | 2173 |
|
|
2016
Q1 | $1.74M | Buy |
16,800
+1,900
| +13% | +$177K | ﹤0.01% | 2798 |
|
|
2015
Q4 | $1.4M | Sell |
14,900
-200
| -1% | -$20K | ﹤0.01% | 3175 |
|
|
2015
Q3 | $1.35M | Buy |
15,100
+2,800
| +23% | +$251K | ﹤0.01% | 3425 |
|
|
2015
Q2 | $1.2M | Buy |
12,300
+1,700
| +16% | +$150K | ﹤0.01% | 3733 |
|
|
2015
Q1 | $864K | Buy |
10,600
+8,000
| +308% | +$610K | ﹤0.01% | 4121 |
|
|
2014
Q4 | $169K | Buy |
+2,600
| New | +$160K | ﹤0.01% | 6156 |
|
|
2014
Q3 | – | Sell |
-1,600
| Closed | -$97K | – | 8224 |
|
|
2014
Q2 | $97K | Sell |
1,600
-3,100
| -66% | -$193K | ﹤0.01% | 6251 |
|
|
2014
Q1 | $325K | Buy |
+4,700
| New | +$286K | ﹤0.01% | 4928 |
|
|
2013
Q4 | – | Sell |
-3,400
| Closed | -$150K | – | 7065 |
|
|
2013
Q3 | $150K | Sell |
3,400
-6,200
| -65% | -$261K | ﹤0.01% | 5015 |
|
|
2013
Q2 | $368K | Buy |
+9,600
| New | +$365K | ﹤0.01% | 4125 |
|
Other funds holding HELE
RI
VCM
PCMI
ICM
Citadel Advisors's HELE Position: Q1 2026 in Review
Citadel Advisors reduced its Helen of Troy (HELE) stake by 83% in Q1 2026, selling an estimated $3.26M and leaving 37,187 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #9129.
Citadel Advisors first reported a position in HELE in Q2 2013 and has held it in 42 quarters since. The position peaked at $19.6M in Q1 2023. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.
- Citadel Advisors held 37,187 shares of Helen of Troy worth $536K as of Q1 2026.
- Citadel Advisors sold 186,333 Helen of Troy shares in Q1 2026, an estimated $3.26M.
- Helen of Troy made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9129 holding.
- Citadel Advisors first reported a position in Helen of Troy in Q2 2013 and has held it in 42 quarters since.
- Citadel Advisors's Helen of Troy position peaked at $19.6M in Q1 2023.
- 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.