Franklin Resources
HELE icon

Franklin Resources’s Helen of Troy HELE Stock Holding History

Franklin Resources’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 		$2.52M Buy
86,544
+70,779
+449% +$1.67M ﹤0.01% 1918
2026
Q1 		$227K Sell
15,765
-128,974
-89% -$2.25M ﹤0.01% 2754
2025
Q4 		$3.08M Buy
144,739
+10,274
+8% +$210K ﹤0.01% 1618
2025
Q3 		$3.39M Buy
134,465
+37,048
+38% +$897K ﹤0.01% 1586
2025
Q2 		$2.76M Buy
97,417
+15,787
+19% +$485K ﹤0.01% 1595
2025
Q1 		$4.37M Buy
81,630
+9,263
+13% +$535K ﹤0.01% 1399
2024
Q4 		$4.33M Buy
72,367
+62,087
+604% +$4.13M ﹤0.01% 1411
2024
Q3 		$704K Buy
10,280
+1,255
+14% +$74.2K ﹤0.01% 2133
2024
Q2 		$837K Buy
9,025
+1,106
+14% +$112K ﹤0.01% 2005
2024
Q1 		$913K Sell
7,919
-380
-5% -$45.4K ﹤0.01% 1993
2023
Q4 		$1M Sell
8,299
-5
-0.1% -$539 ﹤0.01% 1644
2023
Q3 		$968K Buy
8,304
+739
+10% +$92K ﹤0.01% 1629
2023
Q2 		$817K Buy
+7,565
New +$724K ﹤0.01% 1723
2016
Q2 		– Sell
-76,000
Closed -$7.88M – 1517
2016
Q1 		$7.88M Hold
76,000
– – ﹤0.01% 1028
2015
Q4 		$7.16M Hold
76,000
– – ﹤0.01% 1066
2015
Q3 		$6.79M Sell
76,000
-16,300
-18% -$1.46M ﹤0.01% 1091
2015
Q2 		$9M Buy
92,300
+800
+0.9% +$70.4K ﹤0.01% 1061
2015
Q1 		$7.46M Buy
91,500
+17,100
+23% +$1.3M ﹤0.01% 1102
2014
Q4 		$4.84M Buy
+74,400
New +$4.58M ﹤0.01% 1191

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

Franklin Resources's HELE Position: Q2 2026 in Review

Franklin Resources increased its Helen of Troy (HELE) stake by 449% in Q2 2026, buying an estimated $1.67M and bringing the position to 86,544 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Franklin Resources first reported a position in HELE in Q4 2014 and has held it in 19 quarters since. The position peaked at $9M in Q2 2015. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Franklin Resources held 86,544 shares of Helen of Troy worth $2.52M as of Q2 2026.
  • Franklin Resources bought 70,779 Helen of Troy shares in Q2 2026, an estimated $1.67M.
  • Helen of Troy made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1918 holding.
  • Franklin Resources first reported a position in Helen of Troy in Q4 2014 and has held it in 19 quarters since.
  • Franklin Resources's Helen of Troy position peaked at $9M in Q2 2015.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.