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 Q2	$5.38K	Hold	185	–	–	﹤0.01%	3658
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 $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harbour Investments's HELE Position: Q2 2026 in Review

Harbour Investments held its Helen of Troy (HELE) position steady in Q2 2026 at 185 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3658.

Harbour Investments first reported a position in HELE in Q1 2021 and has held it in 10 quarters since. The position peaked at $44K in Q1 2021. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Harbour Investments held 185 shares of Helen of Troy worth $5.38K as of Q2 2026.
Harbour Investments left its Helen of Troy share count unchanged in Q2 2026.
Helen of Troy made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3658 holding.
Harbour Investments first reported a position in Helen of Troy in Q1 2021 and has held it in 10 quarters since.
Harbour Investments's Helen of Troy position peaked at $44K in Q1 2021.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.