Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Helen of Troy HELE Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$2.59M Sell
179,500
-51,891
-22% -$907K ﹤0.01% 926
2025
Q4 		$4.92M Buy
+231,391
New +$4.72M 0.01% 675
2024
Q4 		– Sell
-28,700
Closed -$1.78M – 1070
2024
Q3 		$1.78M Buy
+28,700
New +$1.7M ﹤0.01% 680

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's HELE Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Helen of Troy (HELE) stake by 22% in Q1 2026, selling an estimated $907K and leaving 179,500 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in HELE in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.92M in Q4 2025. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 179,500 shares of Helen of Troy worth $2.59M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 51,891 Helen of Troy shares in Q1 2026, an estimated $907K.
  • Helen of Troy made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #926 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Helen of Troy in Q3 2024 and has held it in 3 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Helen of Troy position peaked at $4.92M in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.