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Freestone Grove Partners’s Helen of Troy HELE Stock Holding History

Freestone Grove Partners’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 		$43 Buy
+3
New +$52 ﹤0.01% 923

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Charles Schwab
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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 $2.18B AUM 0.03% 1-Year Est. Return

Freestone Grove Partners's HELE Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Helen of Troy (HELE) in Q1 2026: 3 shares worth $43. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings.

187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Freestone Grove Partners held 3 shares of Helen of Troy worth $43 as of Q1 2026.
  • Helen of Troy was a new Freestone Grove Partners position in Q1 2026.
  • Helen of Troy made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #923 holding.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.