Group One Trading’s Helen of Troy HELE Stock Holding History

Group One Trading’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 Q3	$177K	Sell	6,453 -3,343	-34%	-$94.5K	﹤0.01%	4277
2026 Q2	$285K	Buy	9,796 +3,106	+46%	+$73.5K	﹤0.01%	3992
2026 Q1	$96.5K	Sell	6,690 -2,531	-27%	-$44.2K	﹤0.01%	4769
2025 Q4	$196K	Sell	9,221 -1,515	-14%	-$30.9K	﹤0.01%	4383
2025 Q3	$271K	Sell	10,736 -2,040	-16%	-$49.4K	﹤0.01%	4345
2025 Q2	$363K	Buy	+12,776	New	+$392K	﹤0.01%	3742
2025 Q1	–	Sell	-1,045	Closed	-$60.4K	–	7899
2024 Q4	$62.5K	Sell	1,045 -4,583	-81%	-$305K	﹤0.01%	4886
2024 Q3	$348K	Buy	+5,628	New	+$333K	﹤0.01%	3132
2024 Q2	–	Sell	-184	Closed	-$18.6K	–	7034
2024 Q1	$21.2K	Buy	+184	New	+$22K	﹤0.01%	5374

Other funds holding HELE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Group One Trading's HELE Position: Q3 2026 in Review

Group One Trading reduced its Helen of Troy (HELE) stake by 34% in Q3 2026, selling an estimated $94.5K and leaving 6,453 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #4277.

Group One Trading first reported a position in HELE in Q1 2024 and has held it in 9 quarters since. The position peaked at $363K in Q2 2025. 81 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

Group One Trading held 6,453 shares of Helen of Troy worth $177K as of Q3 2026.
Group One Trading sold 3,343 Helen of Troy shares in Q3 2026, an estimated $94.5K.
Helen of Troy made up ﹤0.01% of Group One Trading's portfolio in Q3 2026, its #4277 holding.
Group One Trading first reported a position in Helen of Troy in Q1 2024 and has held it in 9 quarters since.
Group One Trading's Helen of Troy position peaked at $363K in Q2 2025.
81 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Group One Trading's 13F filing for Q3 2026, filed 10 Nov 2026.