Harbour Investments’s Helen of Troy HELE Stock Holding History

Harbour Investments’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	$2.67K	Buy	+185	New	+$3.23K	﹤0.01%	3821
2025 Q4	–	Sell	-132	Closed	-$3.33K	–	3928
2025 Q3	$3.33K	Hold	132	–	–	﹤0.01%	3126
2025 Q2	$3.75K	Hold	132	–	–	﹤0.01%	2974
2025 Q1	$7.06K	Hold	132	–	–	﹤0.01%	2681
2024 Q4	$7.9K	Hold	132	–	–	﹤0.01%	2559
2024 Q3	$8.16K	Buy	+132	New	+$7.81K	﹤0.01%	2444
2021 Q4	–	Sell	-185	Closed	-$42K	–	3079
2021 Q3	$42K	Hold	185	–	–	﹤0.01%	1872
2021 Q2	$42K	Sell	185 -22	-11%	-$4.84K	﹤0.01%	1920
2021 Q1	$44K	Buy	+207	New	+$46.7K	﹤0.01%	1766

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Harbour Investments's HELE Position: Q1 2026 in Review

Harbour Investments opened a new position in Helen of Troy (HELE) in Q1 2026: 185 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #3821 among its holdings. This is a return to the name: Harbour Investments previously reported a position in HELE as recently as Q3 2025.

Harbour Investments first reported a position in HELE in Q1 2021 and has held it in 9 quarters since. The position peaked at $44K in Q1 2021. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

Harbour Investments held 185 shares of Helen of Troy worth $2.67K as of Q1 2026.
Helen of Troy was a new Harbour Investments position in Q1 2026.
Helen of Troy made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3821 holding.
Harbour Investments first reported a position in Helen of Troy in Q1 2021 and has held it in 9 quarters since.
Harbour Investments's Helen of Troy position peaked at $44K in Q1 2021.
187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.