HSBC Holdings
HELE icon

HSBC Holdings’s Helen of Troy HELE Stock Holding History

HSBC Holdings’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 		$8.51M Buy
297,763
+160,374
+117% +$3.79M ﹤0.01% 1022
2026
Q1 		$1.94M Buy
+137,389
New +$2.4M ﹤0.01% 1545
2025
Q2 		– Sell
-4,761
Closed -$258K – 3109
2025
Q1 		$258K Buy
+4,761
New +$275K ﹤0.01% 2470
2024
Q4 		– Sell
-4,609
Closed -$287K – 3150
2024
Q3 		$287K Buy
+4,609
New +$273K ﹤0.01% 2376
2024
Q2 		– Sell
-6,372
Closed -$734K – 3039
2024
Q1 		$734K Buy
6,372
+3,647
+134% +$436K ﹤0.01% 1915
2023
Q4 		$330K Buy
+2,725
New +$294K ﹤0.01% 2238
2022
Q3 		– Sell
-3,146
Closed -$512K – 3069
2022
Q2 		$512K Buy
3,146
+1,918
+156% +$362K ﹤0.01% 2313
2022
Q1 		$242K Sell
1,228
-826
-40% -$174K ﹤0.01% 2895
2021
Q4 		$503K Buy
2,054
+929
+83% +$220K ﹤0.01% 2463
2021
Q3 		$254K Sell
1,125
-317
-22% -$72.6K ﹤0.01% 2640
2021
Q2 		$328K Buy
1,442
+25
+2% +$5.5K ﹤0.01% 2454
2021
Q1 		$299K Sell
1,417
-4,762
-77% -$1.07M ﹤0.01% 2297
2020
Q4 		$1.37M Buy
6,179
+1,349
+28% +$278K ﹤0.01% 1504
2020
Q3 		$955K Buy
4,830
+799
+20% +$159K ﹤0.01% 1568
2020
Q2 		$760K Sell
4,031
-3,393
-46% -$555K ﹤0.01% 1582
2020
Q1 		$1.04M Sell
7,424
-5,094
-41% -$863K ﹤0.01% 1435
2019
Q4 		$2.26M Buy
12,518
+5,051
+68% +$810K ﹤0.01% 1452
2019
Q3 		$1.18M Buy
7,467
+4,717
+172% +$701K ﹤0.01% 1868
2019
Q2 		$359K Sell
2,750
-8,726
-76% -$1.14M ﹤0.01% 2223
2019
Q1 		$1.33M Buy
11,476
+7,727
+206% +$891K ﹤0.01% 1687
2018
Q4 		$492K Buy
3,749
+1,899
+103% +$249K ﹤0.01% 2110
2018
Q3 		$242K Buy
+1,850
New +$218K ﹤0.01% 2329
2017
Q1 		– Sell
-5,745
Closed -$486K – 2311
2016
Q4 		$486K Buy
+5,745
New +$481K ﹤0.01% 1865

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HSBC Holdings's HELE Position: Q2 2026 in Review

HSBC Holdings increased its Helen of Troy (HELE) stake by 117% in Q2 2026, buying an estimated $3.79M and bringing the position to 297,763 shares worth $8.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

HSBC Holdings first reported a position in HELE in Q4 2016 and has held it in 23 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • HSBC Holdings held 297,763 shares of Helen of Troy worth $8.51M as of Q2 2026.
  • HSBC Holdings bought 160,374 Helen of Troy shares in Q2 2026, an estimated $3.79M.
  • Helen of Troy made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1022 holding.
  • HSBC Holdings first reported a position in Helen of Troy in Q4 2016 and has held it in 23 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.