CI
HELE icon

CX Institutional’s Helen of Troy HELE Stock Holding History

CX Institutional’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
Q4 		– Sell
-300
Closed -$8K – 1552
2025
Q3 		$8K Buy
+300
New +$7.26K ﹤0.01% 1224
2020
Q3 		– Sell
-7
Closed -$1K – 890
2020
Q2 		$1K Buy
+7
New +$1.15K ﹤0.01% 800
2019
Q3 		– Sell
-6
Closed -$1K – 861
2019
Q2 		$1K Buy
+6
New +$785 ﹤0.01% 852

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional's HELE Position: Q4 2025 in Review

CX Institutional sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 300 shares — an estimated $8K sold.

CX Institutional first reported a position in HELE in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q3 2025. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • CX Institutional reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 300 Helen of Troy shares in Q4 2025, an estimated $8K.
  • CX Institutional first reported a position in Helen of Troy in Q2 2019 and held it in 3 quarters.
  • CX Institutional's Helen of Troy position peaked at $8K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.