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Graham Capital Management’s Helen of Troy HELE Stock Holding History

Graham Capital Management’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
2025
Q4 		– Sell
-17,826
Closed -$449K – 1379
2025
Q3 		$449K Sell
17,826
-12,445
-41% -$301K 0.01% 656
2025
Q2 		$859K Buy
30,271
+12,177
+67% +$374K 0.01% 627
2025
Q1 		$968K Buy
+18,094
New +$1.05M 0.02% 561
2024
Q4 		– Sell
-7,141
Closed -$442K – 1333
2024
Q3 		$442K Sell
7,141
-12,668
-64% -$749K 0.01% 669
2024
Q2 		$1.84M Buy
19,809
+8,006
+68% +$811K 0.04% 267
2024
Q1 		$1.36M Buy
11,803
+6,786
+135% +$811K 0.03% 336
2023
Q4 		$606K Sell
5,017
-5,677
-53% -$612K 0.01% 536
2023
Q3 		$1.25M Buy
10,694
+4,532
+74% +$564K 0.03% 301
2023
Q2 		$666K Buy
+6,162
New +$590K 0.02% 479

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Graham Capital Management's HELE Position: Q4 2025 in Review

Graham Capital Management sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 17,826 shares — an estimated $449K sold.

Graham Capital Management first reported a position in HELE in Q2 2023 and held it in 9 quarters. The position peaked at $1.84M in Q2 2024. 192 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Graham Capital Management reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Graham Capital Management sold 17,826 Helen of Troy shares in Q4 2025, an estimated $449K.
  • Graham Capital Management first reported a position in Helen of Troy in Q2 2023 and held it in 9 quarters.
  • Graham Capital Management's Helen of Troy position peaked at $1.84M in Q2 2024.
  • 192 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Graham Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.