C
HELE icon

Covestor’s Helen of Troy HELE Stock Holding History

Covestor’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 		$0 Buy
5
+3
+150% +$52 ﹤0.01% 2473
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2452
2025
Q3 		$0 Sell
2
-21
-91% -$509 ﹤0.01% 2475
2025
Q2 		$1K Buy
23
+10
+77% +$307 ﹤0.01% 2007
2025
Q1 		$1K Buy
13
+1
+8% +$58 ﹤0.01% 1996
2024
Q4 		$1K Buy
12
+1
+9% +$66 ﹤0.01% 2051
2024
Q3 		$1K Buy
11
+10
+1,000% +$591 ﹤0.01% 1992
2024
Q2 		$0 Hold
1
– – ﹤0.01% 2442
2024
Q1 		$0 Hold
1
– – ﹤0.01% 2439
2023
Q4 		$0 Hold
1
– – ﹤0.01% 2358
2023
Q3 		$0 Sell
1
-1
-50% -$125 ﹤0.01% 2344
2023
Q2 		$0 Hold
2
– – ﹤0.01% 2343
2023
Q1 		$0 Hold
2
– – ﹤0.01% 2251
2022
Q4 		$0 Buy
2
+1
+100% +$97 ﹤0.01% 2275
2022
Q3 		$0 Buy
+1
New +$129 ﹤0.01% 2241

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

Covestor's HELE Position: Q1 2026 in Review

Covestor increased its Helen of Troy (HELE) stake by 150% in Q1 2026, buying an estimated $52 and bringing the position to 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Covestor first reported a position in HELE in Q3 2022 and has held it in 15 quarters since. The position peaked at $1K in Q2 2025. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Covestor held 5 shares of Helen of Troy worth $0 as of Q1 2026.
  • Covestor bought 3 Helen of Troy shares in Q1 2026, an estimated $52.
  • Helen of Troy made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2473 holding.
  • Covestor first reported a position in Helen of Troy in Q3 2022 and has held it in 15 quarters since.
  • Covestor's Helen of Troy position peaked at $1K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.