Inspire Investing
HELE icon

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
Q3 		$632K Sell
23,066
-463
-2% -$13.1K 0.03% 802
2026
Q2 		$684K Sell
23,529
-12,753
-35% -$302K 0.03% 603
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% -$9.7K 0.03% 758
2021
Q3 		$233K Buy
+1,035
New +$237K 0.03% 528

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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Inspire Investing's HELE Position: Q3 2026 in Review

Inspire Investing reduced its Helen of Troy (HELE) stake by 2% in Q3 2026, selling an estimated $13.1K and leaving 23,066 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #802.

Inspire Investing first reported a position in HELE in Q3 2021 and has held it in 21 quarters since. The position peaked at $684K in Q2 2026. 87 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Inspire Investing held 23,066 shares of Helen of Troy worth $632K as of Q3 2026.
  • Inspire Investing sold 463 Helen of Troy shares in Q3 2026, an estimated $13.1K.
  • Helen of Troy made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #802 holding.
  • Inspire Investing first reported a position in Helen of Troy in Q3 2021 and has held it in 21 quarters since.
  • Inspire Investing's Helen of Troy position peaked at $684K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.