Invenomic Capital Management’s Helen of Troy HELE Stock Holding History

Invenomic Capital 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 Q2	$10.4M	Sell	357,451 -292,008	-45%	-$6.91M	0.62%	55
2026 Q1	$9.37M	Buy	649,459 +56,149	+9%	+$982K	0.43%	72
2025 Q4	$12.6M	Buy	593,310 +38,325	+7%	+$782K	0.59%	58
2025 Q3	$14M	Buy	554,985 +226,263	+69%	+$5.48M	0.68%	52
2025 Q2	$9.33M	Buy	328,722 +89,931	+38%	+$2.76M	0.53%	68
2025 Q1	$12.8M	Buy	238,791 +96,805	+68%	+$5.59M	0.65%	57
2024 Q4	$8.5M	Sell	141,986 -89,270	-39%	-$5.93M	0.4%	83
2024 Q3	$14.3M	Buy	+231,256	New	+$13.7M	0.79%	43

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invenomic Capital Management's HELE Position: Q2 2026 in Review

Invenomic Capital Management reduced its Helen of Troy (HELE) stake by 45% in Q2 2026, selling an estimated $6.91M and leaving 357,451 shares worth $10.4M. The position accounts for 0.62% of the portfolio, ranked #55.

Invenomic Capital Management first reported a position in HELE in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.3M in Q3 2024. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Invenomic Capital Management held 357,451 shares of Helen of Troy worth $10.4M as of Q2 2026.
Invenomic Capital Management sold 292,008 Helen of Troy shares in Q2 2026, an estimated $6.91M.
Helen of Troy made up 0.62% of Invenomic Capital Management's portfolio in Q2 2026, its #55 holding.
Invenomic Capital Management first reported a position in Helen of Troy in Q3 2024 and has held it in 8 quarters since.
Invenomic Capital Management's Helen of Troy position peaked at $14.3M in Q3 2024.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Invenomic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.