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 Q1	$1.18M	Buy	81,700 +1,700	+2%	+$29.7K	﹤0.01%	3108
2025 Q4	$1.7M	Buy	80,000 +11,000	+16%	+$224K	﹤0.01%	2555
2025 Q3	$1.74M	Buy	69,000 +14,400	+26%	+$349K	﹤0.01%	2329
2025 Q2	$1.55M	Buy	54,600 +34,700	+174%	+$1.07M	﹤0.01%	2194
2025 Q1	$1.06M	Sell	19,900 -28,300	-59%	-$1.63M	﹤0.01%	2237
2024 Q4	$2.88M	Sell	48,200 -22,000	-31%	-$1.46M	﹤0.01%	1597
2024 Q3	$4.34M	Buy	70,200 +27,100	+63%	+$1.6M	﹤0.01%	1199
2024 Q2	$4M	Buy	43,100 +18,300	+74%	+$1.85M	﹤0.01%	1173
2024 Q1	$2.86M	Sell	24,800 -16,800	-40%	-$2.01M	﹤0.01%	1190
2023 Q4	$5.03M	Buy	+41,600	New	+$4.48M	﹤0.01%	884

Other funds holding HELE

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

IMC Chicago's HELE Position: Q1 2026 in Review

IMC Chicago reduced its Helen of Troy (HELE) stake by 3.3% in Q1 2026, selling an estimated $19.4K and leaving 32,135 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #4121.

IMC Chicago first reported a position in HELE in Q2 2025 and has held it in 4 quarters since. The position peaked at $706K in Q4 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

IMC Chicago held 32,135 shares of Helen of Troy worth $463K as of Q1 2026.
IMC Chicago sold 1,109 Helen of Troy shares in Q1 2026, an estimated $19.4K.
Helen of Troy made up ﹤0.01% of IMC Chicago's portfolio in Q1 2026, its #4121 holding.
IMC Chicago first reported a position in Helen of Troy in Q2 2025 and has held it in 4 quarters since.
IMC Chicago's Helen of Troy position peaked at $706K in Q4 2025.
187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on IMC Chicago's 13F filing for Q1 2026, filed 5 May 2026.