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Hantz Financial Services’s Helen of Troy HELE Stock Holding History

Hantz Financial Services’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 		$0 Sell
18
-2,239
-99% -$39.1K ﹤0.01% 2518
2025
Q4 		$48K Buy
2,257
+1,879
+497% +$38.3K ﹤0.01% 1451
2025
Q3 		$10K Buy
378
+235
+164% +$5.69K ﹤0.01% 1826
2025
Q2 		$4K Buy
+143
New +$4.39K ﹤0.01% 1813

Other funds holding HELE

BlackRock
BlackRock New York $5.72T 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 $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

Hantz Financial Services's HELE Position: Q1 2026 in Review

Hantz Financial Services reduced its Helen of Troy (HELE) stake by 99% in Q1 2026, selling an estimated $39.1K and leaving 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Hantz Financial Services first reported a position in HELE in Q2 2025 and has held it in 4 quarters since. The position peaked at $48K in Q4 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Hantz Financial Services held 18 shares of Helen of Troy worth $0 as of Q1 2026.
  • Hantz Financial Services sold 2,239 Helen of Troy shares in Q1 2026, an estimated $39.1K.
  • Helen of Troy made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #2518 holding.
  • Hantz Financial Services first reported a position in Helen of Troy in Q2 2025 and has held it in 4 quarters since.
  • Hantz Financial Services's Helen of Troy position peaked at $48K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.