David Shaw’s Helen of Troy HELE Stock Holding History

David Shaw’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

David Shaw's HELE Position: Q2 2026 in Review

David Shaw 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.

David Shaw 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. 199 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

David Shaw held 824,267 shares of Helen of Troy worth $24M as of Q2 2026.
David Shaw bought 59,966 Helen of Troy shares in Q2 2026, an estimated $1.42M.
Helen of Troy made up 0.01% of David Shaw's portfolio in Q2 2026, its #1168 holding.
David Shaw first reported a position in Helen of Troy in Q2 2013 and has held it in 36 quarters since.
David Shaw's Helen of Troy position peaked at $26.8M in Q3 2023.
199 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.