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INTECH Investment Management’s Helen of Troy HELE Stock Holding History

INTECH Investment Management’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 		– Sell
-12,472
Closed -$265K – 2212
2025
Q4 		$265K Sell
12,472
-1,744
-12% -$35.6K ﹤0.01% 1822
2025
Q3 		$358K Buy
14,216
+1,577
+12% +$38.2K ﹤0.01% 1746
2025
Q2 		$359K Sell
12,639
-684
-5% -$21K ﹤0.01% 1776
2025
Q1 		$713K Buy
13,323
+3,922
+42% +$227K 0.01% 1410
2024
Q4 		$562K Sell
9,401
-698
-7% -$46.4K 0.01% 1495
2024
Q3 		$625K Buy
10,099
+4,743
+89% +$281K 0.01% 1107
2024
Q2 		$497K Buy
+5,356
New +$543K 0.01% 808

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

INTECH Investment Management's HELE Position: Q1 2026 in Review

INTECH Investment Management sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 12,472 shares — an estimated $265K sold.

INTECH Investment Management first reported a position in HELE in Q2 2024 and held it in 7 quarters. The position peaked at $713K in Q1 2025. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • INTECH Investment Management reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • INTECH Investment Management sold 12,472 Helen of Troy shares in Q1 2026, an estimated $265K.
  • INTECH Investment Management first reported a position in Helen of Troy in Q2 2024 and held it in 7 quarters.
  • INTECH Investment Management's Helen of Troy position peaked at $713K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.