D.E. Shaw & Co’s Helen of Troy HELE Stock Holding History

D.E. Shaw & Co’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 Q1	–	Sell	-6,800	Closed	-$407K	–	4445
2024 Q4	$407K	Sell	6,800 -14,500	-68%	-$964K	﹤0.01%	3737
2024 Q3	$1.32M	Buy	21,300 +16,800	+373%	+$994K	﹤0.01%	3066
2024 Q2	$417K	Buy	+4,500	New	+$456K	﹤0.01%	3735
2023 Q4	–	Sell	-50,000	Closed	-$5.83M	–	4427
2023 Q3	$5.83M	Sell	50,000 -17,000	-25%	-$2.12M	0.01%	1688
2023 Q2	$7.24M	Buy	67,000 +7,000	+12%	+$670K	0.01%	1606
2023 Q1	$5.71M	Buy	60,000 +20,000	+50%	+$2.14M	0.01%	1824
2022 Q4	$4.44M	Buy	40,000 +30,000	+300%	+$2.92M	﹤0.01%	2213
2022 Q3	$964K	Buy	+10,000	New	+$1.29M	﹤0.01%	3625
2020 Q4	–	Sell	-4,200	Closed	-$813K	–	4008
2020 Q3	$813K	Hold	4,200	–	–	﹤0.01%	2976
2020 Q2	$792K	Hold	4,200	–	–	﹤0.01%	3082
2020 Q1	$605K	Buy	+4,200	New	+$712K	﹤0.01%	3103

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

D.E. Shaw & Co's HELE Position: Q2 2026 in Review

D.E. Shaw & Co increased its Helen of Troy (HELE) stake by 7.8% in Q2 2026, buying an estimated $1.42M and bringing the position to 824,267 shares worth $24M. The position accounts for 0.01% of the portfolio, ranked #1168.

D.E. Shaw & Co first reported a position in HELE in Q2 2013 and has held it in 36 quarters since. The position peaked at $26.8M in Q3 2023. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

D.E. Shaw & Co held 824,267 shares of Helen of Troy worth $24M as of Q2 2026.
D.E. Shaw & Co bought 59,966 Helen of Troy shares in Q2 2026, an estimated $1.42M.
Helen of Troy made up 0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #1168 holding.
D.E. Shaw & Co first reported a position in Helen of Troy in Q2 2013 and has held it in 36 quarters since.
D.E. Shaw & Co's Helen of Troy position peaked at $26.8M in Q3 2023.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.