Inspire Investing’s Helen of Troy HELE Stock Holding History

Inspire Investing’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	$523K	Buy	36,282 +14,255	+65%	+$249K	0.03%	491
2025 Q4	$468K	Buy	22,027 +3,788	+21%	+$77.3K	0.04%	492
2025 Q3	$460K	Buy	18,239 +4,442	+32%	+$108K	0.04%	385
2025 Q2	$392K	Buy	13,797 +7,333	+113%	+$225K	0.04%	445
2025 Q1	$346K	Sell	6,464 -239	-4%	-$13.8K	0.04%	395
2024 Q4	$401K	Buy	6,703 +54	+0.8%	+$3.59K	0.04%	535
2024 Q3	$411K	Buy	6,649 +2,861	+76%	+$169K	0.04%	644
2024 Q2	$351K	Buy	3,788 +704	+23%	+$71.3K	0.04%	600
2024 Q1	$355K	Sell	3,084 -93	-3%	-$11.1K	0.04%	749
2023 Q4	$384K	Buy	3,177 +559	+21%	+$60.2K	0.04%	558
2023 Q3	$305K	Sell	2,618 -270	-9%	-$33.6K	0.04%	741
2023 Q2	$312K	Buy	2,888 +85	+3%	+$8.14K	0.04%	754
2023 Q1	$267K	Buy	2,803 +684	+32%	+$73.2K	0.03%	774
2022 Q4	$235K	Sell	2,119 -20	-0.9%	-$1.95K	0.03%	642
2022 Q3	$206K	Buy	2,139 +834	+64%	+$107K	0.03%	624
2022 Q2	$212K	Buy	1,305 +102	+8%	+$19.2K	0.03%	526
2022 Q1	$236K	Buy	1,203 +209	+21%	+$44K	0.03%	498
2021 Q4	$243K	Sell	994 -41	-4%	-$9.72K	0.03%	758
2021 Q3	$233K	Buy	+1,035	New	+$237K	0.03%	528

Other funds holding HELE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $127B AUM 43.98% 1-Year Est. Return

Pzena Investment Management

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

AQR Capital Management

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

Wellington Management Group

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

Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return