IMC Chicago’s Helen of Troy HELE Stock Holding History

IMC Chicago’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	$2.25M	Buy	77,500 +12,200	+19%	+$289K	﹤0.01%	2905
2026 Q1	$942K	Sell	65,300 -11,200	-15%	-$196K	﹤0.01%	3345
2025 Q4	$1.63M	Buy	76,500 +50,600	+195%	+$1.03M	﹤0.01%	2584
2025 Q3	$653K	Buy	25,900 +5,000	+24%	+$121K	﹤0.01%	3002
2025 Q2	$593K	Buy	20,900 +3,700	+22%	+$114K	﹤0.01%	2764
2025 Q1	$920K	Sell	17,200 -12,200	-41%	-$705K	﹤0.01%	2327
2024 Q4	$1.76M	Buy	29,400 +7,400	+34%	+$492K	﹤0.01%	1965
2024 Q3	$1.36M	Buy	22,000 +10,700	+95%	+$633K	﹤0.01%	1887
2024 Q2	$1.05M	Sell	11,300 -4,900	-30%	-$496K	﹤0.01%	1940
2024 Q1	$1.87M	Sell	16,200 -7,100	-30%	-$848K	﹤0.01%	1401
2023 Q4	$2.81M	Buy	+23,300	New	+$2.51M	﹤0.01%	1082

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

IMC Chicago's HELE Position: Q2 2026 in Review

IMC Chicago sold out of Helen of Troy (HELE) in Q2 2026, closing a stake of 32,135 shares — an estimated $760K sold.

IMC Chicago first reported a position in HELE in Q2 2025 and held it in 4 quarters. The position peaked at $706K in Q4 2025. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

IMC Chicago reported no remaining Helen of Troy position as of Q2 2026 after selling out during the quarter.
IMC Chicago sold 32,135 Helen of Troy shares in Q2 2026, an estimated $760K.
IMC Chicago first reported a position in Helen of Troy in Q2 2025 and held it in 4 quarters.
IMC Chicago's Helen of Troy position peaked at $706K in Q4 2025.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on IMC Chicago's 13F filing for Q2 2026, filed 6 Aug 2026.