IEQ Capital
HELE icon

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
Q3 		$2.88M Sell
104,947
-6,490
-6% -$183K 0.01% 682
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IEQ Capital's HELE Position: Q3 2026 in Review

IEQ Capital reduced its Helen of Troy (HELE) stake by 5.8% in Q3 2026, selling an estimated $183K and leaving 104,947 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #682.

IEQ Capital first reported a position in HELE in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.24M in Q2 2026. 84 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • IEQ Capital held 104,947 shares of Helen of Troy worth $2.88M as of Q3 2026.
  • IEQ Capital sold 6,490 Helen of Troy shares in Q3 2026, an estimated $183K.
  • Helen of Troy made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #682 holding.
  • IEQ Capital first reported a position in Helen of Troy in Q1 2026 and has held it in 3 quarters since.
  • IEQ Capital's Helen of Troy position peaked at $3.24M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.