EF
HELE icon

Empowered Funds’s Helen of Troy HELE Stock Holding History

Empowered Funds’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 		$1.69M Buy
+58,005
New +$1.37M 0.01% 1268
2025
Q1 		– Sell
-2,502
Closed -$150K – 1693
2024
Q4 		$150K Buy
+2,502
New +$166K ﹤0.01% 1547
2023
Q3 		– Sell
-8,316
Closed -$898K – 1232
2023
Q2 		$898K Buy
+8,316
New +$796K 0.03% 635
2019
Q1 		– Sell
-8,742
Closed -$1.15M – 104
2018
Q4 		$1.15M Buy
+8,742
New +$1.15M 0.49% 75

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

Empowered Funds's HELE Position: Q2 2026 in Review

Empowered Funds opened a new position in Helen of Troy (HELE) in Q2 2026: 58,005 shares worth $1.69M. The stake represents 0.01% of the portfolio and ranks #1268 among its holdings. This is a return to the name: Empowered Funds previously reported a position in HELE as recently as Q4 2024.

Empowered Funds first reported a position in HELE in Q4 2018 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Empowered Funds held 58,005 shares of Helen of Troy worth $1.69M as of Q2 2026.
  • Helen of Troy was a new Empowered Funds position in Q2 2026.
  • Helen of Troy made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1268 holding.
  • Empowered Funds first reported a position in Helen of Troy in Q4 2018 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 Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.