IEQ Capital’s Helen of Troy HELE Stock Holding History

IEQ Capital’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	$3.24M	Buy	111,437 +77,894	+232%	+$1.84M	0.01%	633
2026 Q1	$484K	Buy	+33,543	New	+$586K	﹤0.01%	1323

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

IEQ Capital's HELE Position: Q2 2026 in Review

IEQ Capital increased its Helen of Troy (HELE) stake by 232% in Q2 2026, buying an estimated $1.84M and bringing the position to 111,437 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #633.

IEQ Capital first reported a position in HELE in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

IEQ Capital held 111,437 shares of Helen of Troy worth $3.24M as of Q2 2026.
IEQ Capital bought 77,894 Helen of Troy shares in Q2 2026, an estimated $1.84M.
Helen of Troy made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #633 holding.
IEQ Capital first reported a position in Helen of Troy in Q1 2026 and has held it in 2 quarters since.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.