Citadel Advisors
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Citadel Advisors’s Helen of Troy HELE Stock Holding History

Citadel 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 		$1.17M Sell
81,100
-71,700
-47% -$1.25M ﹤0.01% 7306
2025
Q4 		$3.25M Buy
152,800
+14,800
+11% +$302K ﹤0.01% 5023
2025
Q3 		$3.48M Buy
138,000
+41,000
+42% +$993K ﹤0.01% 5027
2025
Q2 		$2.75M Buy
97,000
+21,500
+28% +$660K ﹤0.01% 5121
2025
Q1 		$4.04M Sell
75,500
-43,400
-37% -$2.51M ﹤0.01% 4240
2024
Q4 		$7.11M Sell
118,900
-48,300
-29% -$3.21M ﹤0.01% 3424
2024
Q3 		$10.3M Buy
167,200
+76,600
+85% +$4.53M ﹤0.01% 2851
2024
Q2 		$8.4M Sell
90,600
-12,300
-12% -$1.25M ﹤0.01% 3005
2024
Q1 		$11.9M Buy
102,900
+600
+0.6% +$71.7K ﹤0.01% 2715
2023
Q4 		$12.4M Sell
102,300
-90,000
-47% -$9.7M ﹤0.01% 2580
2023
Q3 		$22.4M Buy
192,300
+26,200
+16% +$3.26M ﹤0.01% 1743
2023
Q2 		$17.9M Sell
166,100
-13,600
-8% -$1.3M ﹤0.01% 1995
2023
Q1 		$17.1M Buy
179,700
+99,100
+123% +$10.6M ﹤0.01% 2103
2022
Q4 		$8.94M Buy
80,600
+72,600
+908% +$7.07M ﹤0.01% 2984
2022
Q3 		$772K Buy
8,000
+900
+13% +$116K ﹤0.01% 7549
2022
Q2 		$1.15M Sell
7,100
-5,300
-43% -$999K ﹤0.01% 6704
2022
Q1 		$2.43M Sell
12,400
-3,800
-23% -$801K ﹤0.01% 5668
2021
Q4 		$3.96M Sell
16,200
-34,400
-68% -$8.16M ﹤0.01% 4771
2021
Q3 		$11.4M Buy
50,600
+20,100
+66% +$4.6M ﹤0.01% 2845
2021
Q2 		$6.96M Buy
30,500
+5,400
+22% +$1.19M ﹤0.01% 3746
2021
Q1 		$5.29M Buy
25,100
+3,700
+17% +$834K ﹤0.01% 4130
2020
Q4 		$4.75M Buy
21,400
+4,200
+24% +$865K ﹤0.01% 3784
2020
Q3 		$3.33M Buy
17,200
+1,300
+8% +$258K ﹤0.01% 3810
2020
Q2 		$3M Sell
15,900
-500
-3% -$81.8K ﹤0.01% 3872
2020
Q1 		$2.36M Sell
16,400
-17,000
-51% -$2.88M ﹤0.01% 3879
2019
Q4 		$6M Buy
33,400
+5,200
+18% +$834K ﹤0.01% 2856
2019
Q3 		$4.45M Buy
28,200
+17,600
+166% +$2.62M ﹤0.01% 3273
2019
Q2 		$1.38M Sell
10,600
-15,500
-59% -$2.03M ﹤0.01% 5151
2019
Q1 		$3.03M Sell
26,100
-10,600
-29% -$1.22M ﹤0.01% 3747
2018
Q4 		$4.81M Buy
36,700
+14,500
+65% +$1.9M ﹤0.01% 2842
2018
Q3 		$2.91M Buy
22,200
+7,700
+53% +$907K ﹤0.01% 3782
2018
Q2 		$1.43M Sell
14,500
-5,700
-28% -$520K ﹤0.01% 4627
2018
Q1 		$1.76M Buy
20,200
+7,200
+55% +$655K ﹤0.01% 3933
2017
Q4 		$1.25M Sell
13,000
-5,700
-30% -$525K ﹤0.01% 4326
2017
Q3 		$1.81M Buy
18,700
+6,600
+55% +$635K ﹤0.01% 3515
2017
Q2 		$1.14M Buy
12,100
+7,100
+142% +$661K ﹤0.01% 3904
2017
Q1 		$471K Sell
5,000
-2,300
-32% -$217K ﹤0.01% 5130
2016
Q4 		$616K Sell
7,300
-11,000
-60% -$920K ﹤0.01% 4575
2016
Q3 		$1.58M Sell
18,300
-4,900
-21% -$459K ﹤0.01% 3245
2016
Q2 		$2.39M Buy
23,200
+16,500
+246% +$1.67M ﹤0.01% 2552
2016
Q1 		$695K Sell
6,700
-5,800
-46% -$541K ﹤0.01% 3945
2015
Q4 		$1.18M Buy
12,500
+1,900
+18% +$190K ﹤0.01% 3382
2015
Q3 		$947K Buy
10,600
+3,500
+49% +$314K ﹤0.01% 3890
2015
Q2 		$692K Buy
7,100
+2,800
+65% +$246K ﹤0.01% 4482
2015
Q1 		$350K Buy
4,300
+1,600
+59% +$122K ﹤0.01% 5440
2014
Q4 		$176K Buy
+2,700
New +$166K ﹤0.01% 6121
2014
Q3 		– Sell
-2,200
Closed -$133K – 8226
2014
Q2 		$133K Buy
2,200
+1,100
+100% +$68.4K ﹤0.01% 5977
2014
Q1 		$76K Buy
+1,100
New +$66.9K ﹤0.01% 6423
2013
Q4 		– Sell
-1,100
Closed -$49K – 7067
2013
Q3 		$49K Sell
1,100
-3,800
-78% -$160K ﹤0.01% 5802
2013
Q2 		$188K Buy
+4,900
New +$186K ﹤0.01% 4726

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

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.