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Harbor Capital Advisors’s Helen of Troy HELE Stock Holding History

Harbor Capital Advisors’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 		– Sell
-547
Closed -$12K – 1346
2025
Q4 		$12K Sell
547
-9
-2% -$184 ﹤0.01% 895
2025
Q3 		$14K Buy
556
+370
+199% +$8.96K ﹤0.01% 869
2025
Q2 		$5K Buy
186
+27
+17% +$829 ﹤0.01% 1169
2025
Q1 		$9K Buy
159
+6
+4% +$347 ﹤0.01% 992
2024
Q4 		$9K Buy
153
+15
+11% +$997 ﹤0.01% 998
2024
Q3 		$9K Buy
+138
New +$8.16K ﹤0.01% 1010
2024
Q1 		– Sell
-7,131
Closed -$861K – 792
2023
Q4 		$861K Buy
7,131
+2,123
+42% +$229K 0.17% 160
2023
Q3 		$584K Buy
5,008
+62
+1% +$7.72K 0.12% 202
2023
Q2 		$534K Buy
+4,946
New +$473K 0.11% 235

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

Harbor Capital Advisors's HELE Position: Q1 2026 in Review

Harbor Capital Advisors sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 547 shares — an estimated $12K sold.

Harbor Capital Advisors first reported a position in HELE in Q2 2023 and held it in 9 quarters. The position peaked at $861K in Q4 2023. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Harbor Capital Advisors reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Harbor Capital Advisors sold 547 Helen of Troy shares in Q1 2026, an estimated $12K.
  • Harbor Capital Advisors first reported a position in Helen of Troy in Q2 2023 and held it in 9 quarters.
  • Harbor Capital Advisors's Helen of Troy position peaked at $861K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.