Empirical Asset Management’s Helen of Troy HELE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$603K Buy
20,740
+500
+2% +$11.8K 0.14% 199
2026
Q1
$292K Sell
20,240
-304
-1% -$5.31K 0.08% 298
2025
Q4
$437K Buy
20,544
+2,485
+14% +$50.7K 0.12% 222
2025
Q3
$455K Buy
+18,059
New +$437K 0.13% 243

Other funds holding HELE

Empirical Asset Management's HELE Position: Q2 2026 in Review

Empirical Asset Management increased its Helen of Troy (HELE) stake by 2.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 20,740 shares worth $603K. The position accounts for 0.14% of the portfolio, ranked #199.

Empirical Asset Management first reported a position in HELE in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Empirical Asset Management held 20,740 shares of Helen of Troy worth $603K as of Q2 2026.
  • Empirical Asset Management bought 500 Helen of Troy shares in Q2 2026, an estimated $11.8K.
  • Helen of Troy made up 0.14% of Empirical Asset Management's portfolio in Q2 2026, its #199 holding.
  • Empirical Asset Management first reported a position in Helen of Troy in Q3 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.