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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
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% -$9.72K 0.03% 758
2021
Q3 		$233K Buy
+1,035
New +$237K 0.03% 528

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Inspire Investing's HELE Position: Q2 2026 in Review

Inspire Investing reduced its Helen of Troy (HELE) stake by 35% in Q2 2026, selling an estimated $302K and leaving 23,529 shares worth $684K. The position accounts for 0.03% of the portfolio, ranked #603.

Inspire Investing first reported a position in HELE in Q3 2021 and has held it in 20 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Inspire Investing held 23,529 shares of Helen of Troy worth $684K as of Q2 2026.
  • Inspire Investing sold 12,753 Helen of Troy shares in Q2 2026, an estimated $302K.
  • Helen of Troy made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #603 holding.
  • Inspire Investing first reported a position in Helen of Troy in Q3 2021 and has held it in 20 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.