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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
2026
Q2 		$570K Sell
19,600
-115,000
-85% -$2.72M ﹤0.01% 4122
2026
Q1 		$1.94M Buy
134,600
+4,600
+4% +$80.4K ﹤0.01% 2940
2025
Q4 		$2.76M Sell
130,000
-150,400
-54% -$3.07M ﹤0.01% 2790
2025
Q3 		$7.07M Buy
280,400
+160,100
+133% +$3.88M ﹤0.01% 1933
2025
Q2 		$3.41M Buy
120,300
+71,000
+144% +$2.18M ﹤0.01% 2320
2025
Q1 		$2.64M Sell
49,300
-32,100
-39% -$1.85M ﹤0.01% 2404
2024
Q4 		$4.87M Sell
81,400
-21,900
-21% -$1.46M ﹤0.01% 2002
2024
Q3 		$6.39M Buy
103,300
+100,800
+4,032% +$5.96M 0.01% 1764
2024
Q2 		$232K Buy
+2,500
New +$253K ﹤0.01% 4019
2023
Q4 		– Sell
-10,000
Closed -$1.17M – 4428
2023
Q3 		$1.17M Sell
10,000
-700
-7% -$87.2K ﹤0.01% 2972
2023
Q2 		$1.16M Sell
10,700
-33,400
-76% -$3.2M ﹤0.01% 2989
2023
Q1 		$4.2M Buy
44,100
+30,000
+213% +$3.21M ﹤0.01% 2085
2022
Q4 		$1.56M Buy
+14,100
New +$1.37M ﹤0.01% 3127

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pzena Investment Management
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.