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CM Management’s Helen of Troy HELE Stock Holding History

CM Management’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
Q2 		– Sell
-70,000
Closed -$1.01M – 77
2026
Q1 		$1.01M Buy
70,000
+55,000
+367% +$961K 0.84% 48
2025
Q4 		$319K Hold
15,000
– – 0.27% 58
2025
Q3 		$378K Buy
15,000
+5,000
+50% +$121K 0.32% 63
2025
Q2 		$284K Buy
+10,000
New +$307K 0.26% 63

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CM Management's HELE Position: Q2 2026 in Review

CM Management sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 70,000 shares — an estimated $1.01M sold.

CM Management first reported a position in HELE in Q2 2025 and held it in 4 quarters. The position peaked at $1.01M in Q1 2026. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • CM Management reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
  • CM Management sold 70,000 Helen of Troy shares in Q2 2026, an estimated $1.01M.
  • CM Management first reported a position in Helen of Troy in Q2 2025 and held it in 4 quarters.
  • CM Management's Helen of Troy position peaked at $1.01M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on CM Management's 13F filing for Q2 2026, filed 13 Aug 2026.