EARNEST Partners
HELE icon

EARNEST Partners’s Helen of Troy HELE Stock Holding History

EARNEST Partners’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 		$9.83M Buy
338,312
+100,671
+42% +$2.38M 0.04% 187
2026
Q1 		$3.43M Sell
237,641
-24,993
-10% -$437K 0.01% 208
2025
Q4 		$5.58M Sell
262,634
-49,034
-16% -$1M 0.02% 206
2025
Q3 		$7.85M Sell
311,668
-460,002
-60% -$11.1M 0.03% 189
2025
Q2 		$21.9M Sell
771,670
-9,270
-1% -$285K 0.1% 167
2025
Q1 		$41.8M Buy
780,940
+23,601
+3% +$1.36M 0.2% 153
2024
Q4 		$45.3M Buy
757,339
+118,982
+19% +$7.91M 0.2% 150
2024
Q3 		$39.5M Sell
638,357
-27,899
-4% -$1.65M 0.17% 155
2024
Q2 		$61.8M Buy
666,256
+17,741
+3% +$1.8M 0.29% 132
2024
Q1 		$74.7M Buy
648,515
+63,595
+11% +$7.6M 0.34% 113
2023
Q4 		$70.7M Sell
584,920
-25,216
-4% -$2.72M 0.35% 115
2023
Q3 		$71.1M Sell
610,136
-25,943
-4% -$3.23M 0.41% 101
2023
Q2 		$68.7M Sell
636,079
-147,373
-19% -$14.1M 0.38% 110
2023
Q1 		$74.6M Buy
783,452
+279,467
+55% +$29.9M 0.43% 102
2022
Q4 		$55.9M Buy
+503,985
New +$49.1M 0.34% 117
2014
Q4 		– Sell
-7,802
Closed -$410K – 400
2014
Q3 		$410K Hold
7,802
– – ﹤0.01% 200
2014
Q2 		$473K Sell
7,802
-149,419
-95% -$9.29M ﹤0.01% 203
2014
Q1 		$10.9M Sell
157,221
-55,192
-26% -$3.36M 0.09% 163
2013
Q4 		$10.5M Buy
+212,413
New +$9.96M 0.08% 165

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

EARNEST Partners's HELE Position: Q2 2026 in Review

EARNEST Partners increased its Helen of Troy (HELE) stake by 42% in Q2 2026, buying an estimated $2.38M and bringing the position to 338,312 shares worth $9.83M. The position accounts for 0.04% of the portfolio, ranked #187.

EARNEST Partners first reported a position in HELE in Q4 2013 and has held it in 19 quarters since. The position peaked at $74.7M in Q1 2024. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • EARNEST Partners held 338,312 shares of Helen of Troy worth $9.83M as of Q2 2026.
  • EARNEST Partners bought 100,671 Helen of Troy shares in Q2 2026, an estimated $2.38M.
  • Helen of Troy made up 0.04% of EARNEST Partners's portfolio in Q2 2026, its #187 holding.
  • EARNEST Partners first reported a position in Helen of Troy in Q4 2013 and has held it in 19 quarters since.
  • EARNEST Partners's Helen of Troy position peaked at $74.7M in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on EARNEST Partners's 13F filing for Q2 2026, filed 13 Aug 2026.