Counterpoint Mutual Funds
HELE icon

Counterpoint Mutual Funds’s Helen of Troy HELE Stock Holding History

Counterpoint Mutual Funds’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
Q3 		– Sell
-14,051
Closed -$408K – 403
2026
Q2 		$408K Buy
+14,051
New +$332K 0.04% 187
2025
Q4 		– Sell
-125,416
Closed -$3.16M – 418
2025
Q3 		$3.16M Buy
125,416
+112,652
+883% +$2.73M 0.25% 13
2025
Q2 		$362K Buy
12,764
+6,173
+94% +$190K 0.03% 209
2025
Q1 		$353K Buy
+6,591
New +$381K 0.05% 232

Other funds holding HELE

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Counterpoint Mutual Funds's HELE Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of Helen of Troy (HELE) in Q3 2026, closing a stake of 14,051 shares — an estimated $408K sold.

Counterpoint Mutual Funds first reported a position in HELE in Q1 2025 and held it in 4 quarters. The position peaked at $3.16M in Q3 2025. 38 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining Helen of Troy position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 14,051 Helen of Troy shares in Q3 2026, an estimated $408K.
  • Counterpoint Mutual Funds first reported a position in Helen of Troy in Q1 2025 and held it in 4 quarters.
  • Counterpoint Mutual Funds's Helen of Troy position peaked at $3.16M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.