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
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 $5.7T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return