Engineers Gate Manager’s Helen of Troy HELE Stock Holding History

Engineers Gate Manager’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	$1.91M	Sell	65,737 -108,263	-62%	-$2.56M	0.02%	714
2026 Q1	$2.51M	Buy	174,000 +114,546	+193%	+$2M	0.03%	627
2025 Q4	$1.26M	Buy	+59,454	New	+$1.21M	0.02%	924
2025 Q3	–	Sell	-92,984	Closed	-$2.64M	–	2316
2025 Q2	$2.64M	Buy	92,984 +69,381	+294%	+$2.13M	0.03%	612
2025 Q1	$1.26M	Buy	+23,603	New	+$1.36M	0.02%	932
2024 Q2	–	Sell	-15,250	Closed	-$1.76M	–	2054
2024 Q1	$1.76M	Buy	+15,250	New	+$1.82M	0.05%	533
2023 Q2	–	Sell	-2,690	Closed	-$256K	–	1853
2023 Q1	$256K	Buy	+2,690	New	+$288K	0.01%	1327
2022 Q4	–	Sell	-13,303	Closed	-$1.28M	–	1823
2022 Q3	$1.28M	Buy	13,303 +4,889	+58%	+$628K	0.08%	339
2022 Q2	$1.37M	Buy	+8,414	New	+$1.59M	0.05%	525
2021 Q2	–	Sell	-3,051	Closed	-$643K	–	1769
2021 Q1	$643K	Buy	3,051 +578	+23%	+$130K	0.03%	832
2020 Q4	$549K	Sell	2,473 -2,063	-45%	-$425K	0.02%	916
2020 Q3	$878K	Buy	+4,536	New	+$901K	0.04%	687
2018 Q4	–	Sell	-8,834	Closed	-$1.16M	–	973
2018 Q3	$1.16M	Buy	+8,834	New	+$1.04M	0.09%	318

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Engineers Gate Manager's HELE Position: Q2 2026 in Review

Engineers Gate Manager reduced its Helen of Troy (HELE) stake by 62% in Q2 2026, selling an estimated $2.56M and leaving 65,737 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #714.

Engineers Gate Manager first reported a position in HELE in Q3 2018 and has held it in 13 quarters since. The position peaked at $2.64M in Q2 2025. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Engineers Gate Manager held 65,737 shares of Helen of Troy worth $1.91M as of Q2 2026.
Engineers Gate Manager sold 108,263 Helen of Troy shares in Q2 2026, an estimated $2.56M.
Helen of Troy made up 0.02% of Engineers Gate Manager's portfolio in Q2 2026, its #714 holding.
Engineers Gate Manager first reported a position in Helen of Troy in Q3 2018 and has held it in 13 quarters since.
Engineers Gate Manager's Helen of Troy position peaked at $2.64M in Q2 2025.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.