ClearBridge Investments
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ClearBridge Investments’s Helen of Troy HELE Stock Holding History

ClearBridge Investments’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
Q2 		– Sell
-166,481
Closed -$8.91M – 724
2025
Q1 		$8.91M Sell
166,481
-36,836
-18% -$2.13M 0.01% 507
2024
Q4 		$12.2M Sell
203,317
-2,539
-1% -$169K 0.01% 506
2024
Q3 		$12.7M Buy
+205,856
New +$12.2M 0.01% 503
2020
Q3 		– Sell
-64,062
Closed -$12.1M – 863
2020
Q2 		$12.1M Buy
+64,062
New +$10.5M 0.01% 488

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments's HELE Position: Q2 2025 in Review

ClearBridge Investments sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 166,481 shares — an estimated $8.91M sold.

ClearBridge Investments first reported a position in HELE in Q2 2020 and held it in 4 quarters. The position peaked at $12.7M in Q3 2024. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • ClearBridge Investments reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • ClearBridge Investments sold 166,481 Helen of Troy shares in Q2 2025, an estimated $8.91M.
  • ClearBridge Investments first reported a position in Helen of Troy in Q2 2020 and held it in 4 quarters.
  • ClearBridge Investments's Helen of Troy position peaked at $12.7M in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on ClearBridge Investments's 13F filing for Q2 2025, filed 12 Aug 2025.