Hexagon Capital Partners’s Helen of Troy HELE Stock Holding History

Hexagon Capital Partners’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
2025 Q2	–	Sell	-35	Closed	-$1.87K	–	778
2025 Q1	$1.87K	Buy	+35	New	+$2.02K	﹤0.01%	1423
2023 Q3	–	Sell	-3	Closed	-$324	–	1433
2023 Q2	$324	Sell	3 -1	-25%	-$96	﹤0.01%	1315
2023 Q1	$381	Hold	4	–	–	﹤0.01%	1302
2022 Q4	$444	Sell	4 -13	-76%	-$1.26K	﹤0.01%	1306
2022 Q3	$2K	Buy	17 +6	+55%	+$771	﹤0.01%	1101
2022 Q2	$2K	Buy	+11	New	+$2.07K	﹤0.01%	962

Other funds holding HELE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hexagon Capital Partners's HELE Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 35 shares — an estimated $1.87K sold.

Hexagon Capital Partners first reported a position in HELE in Q2 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

Hexagon Capital Partners reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 35 Helen of Troy shares in Q2 2025, an estimated $1.87K.
Hexagon Capital Partners first reported a position in Helen of Troy in Q2 2022 and held it in 6 quarters.
Hexagon Capital Partners's Helen of Troy position peaked at $2K in Q3 2022.
208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.