Israel Englander’s Helen of Troy HELE Stock Holding History

Israel Englander’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
2025 Q4	–	Sell	-25,000	Closed	-$630K	–	6194
2025 Q3	$630K	Buy	+25,000	New	+$605K	﹤0.01%	4935
2024 Q4	–	Sell	-72,800	Closed	-$4.5M	–	6152
2024 Q3	$4.5M	Buy	+72,800	New	+$4.31M	﹤0.01%	2932
2024 Q2	–	Sell	-6,100	Closed	-$703K	–	6153
2024 Q1	$703K	Sell	6,100 -27,200	-82%	-$3.25M	﹤0.01%	4578
2023 Q4	$4.02M	Buy	33,300 +12,000	+56%	+$1.29M	﹤0.01%	2968
2023 Q3	$2.48M	Buy	+21,300	New	+$2.65M	﹤0.01%	3357
2018 Q1	–	Sell	-5,000	Closed	-$482K	–	3815
2017 Q4	$482K	Buy	+5,000	New	+$460K	﹤0.01%	3111

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

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Israel Englander's HELE Position: Q2 2026 in Review

Israel Englander increased its Helen of Troy (HELE) stake by 444% in Q2 2026, buying an estimated $15.1M and bringing the position to 779,831 shares worth $22.7M. The position accounts for 0.01% of the portfolio, ranked #1518.

Israel Englander first reported a position in HELE in Q1 2014 and has held it in 41 quarters since. The position peaked at $29.5M in Q1 2023. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Israel Englander held 779,831 shares of Helen of Troy worth $22.7M as of Q2 2026.
Israel Englander bought 636,368 Helen of Troy shares in Q2 2026, an estimated $15.1M.
Helen of Troy made up 0.01% of Israel Englander's portfolio in Q2 2026, its #1518 holding.
Israel Englander first reported a position in Helen of Troy in Q1 2014 and has held it in 41 quarters since.
Israel Englander's Helen of Troy position peaked at $29.5M in Q1 2023.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

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