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Dynamic Technology Lab’s Helen of Troy HELE Stock Holding History

Dynamic Technology Lab’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 		$200K Buy
+6,879
New +$163K 0.04% 562
2025
Q1 		– Sell
-13,460
Closed -$806K – 1157
2024
Q4 		$806K Buy
+13,460
New +$895K 0.13% 282
2024
Q3 		– Sell
-5,688
Closed -$528K – 1147
2024
Q2 		$528K Sell
5,688
-5,849
-51% -$593K 0.06% 494
2024
Q1 		$1.33M Buy
+11,537
New +$1.38M 0.14% 239
2023
Q2 		– Sell
-3,884
Closed -$370K – 1156
2023
Q1 		$370K Buy
+3,884
New +$416K 0.03% 731
2022
Q4 		– Sell
-5,540
Closed -$534K – 1268
2022
Q3 		$534K Sell
5,540
-3,510
-39% -$451K 0.05% 604
2022
Q2 		$1.47M Buy
9,050
+6,260
+224% +$1.18M 0.17% 190
2022
Q1 		$546K Sell
2,790
-5,945
-68% -$1.25M 0.06% 539
2021
Q4 		$2.13M Buy
8,735
+4,005
+85% +$950K 0.24% 72
2021
Q3 		$1.06M Buy
+4,730
New +$1.08M 0.13% 253
2021
Q2 		– Sell
-5,128
Closed -$1.08M – 1285
2021
Q1 		$1.08M Buy
+5,128
New +$1.16M 0.12% 228
2018
Q3 		– Sell
-2,075
Closed -$204K – 1154
2018
Q2 		$204K Sell
2,075
-3,771
-65% -$344K 0.03% 844
2018
Q1 		$509K Buy
+5,846
New +$532K 0.08% 477
2016
Q4 		– Sell
-7,504
Closed -$646K – 992
2016
Q3 		$646K Buy
+7,504
New +$703K 0.17% 141
2016
Q1 		– Sell
-5,056
Closed -$477K – 1026
2015
Q4 		$477K Buy
+5,056
New +$506K 0.14% 243
2015
Q3 		– Sell
-5,707
Closed -$556K – 897
2015
Q2 		$556K Buy
5,707
+3,224
+130% +$284K 0.19% 138
2015
Q1 		$202K Buy
+2,483
New +$189K 0.09% 525

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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

Dynamic Technology Lab's HELE Position: Q2 2026 in Review

Dynamic Technology Lab opened a new position in Helen of Troy (HELE) in Q2 2026: 6,879 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #562 among its holdings. This is a return to the name: Dynamic Technology Lab previously reported a position in HELE as recently as Q4 2024.

Dynamic Technology Lab first reported a position in HELE in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2021. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Dynamic Technology Lab held 6,879 shares of Helen of Troy worth $200K as of Q2 2026.
  • Helen of Troy was a new Dynamic Technology Lab position in Q2 2026.
  • Helen of Troy made up 0.04% of Dynamic Technology Lab's portfolio in Q2 2026, its #562 holding.
  • Dynamic Technology Lab first reported a position in Helen of Troy in Q1 2015 and has held it in 17 quarters since.
  • Dynamic Technology Lab's Helen of Troy position peaked at $2.13M in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.