Jacobs Levy Equity Management’s Helen of Troy HELE Stock Holding History

Jacobs Levy Equity 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	$6.2M	Buy	213,294 +96,699	+83%	+$2.29M	0.02%	402
2026 Q1	$1.68M	Sell	116,595 -133,047	-53%	-$2.33M	0.01%	618
2025 Q4	$5.3M	Sell	249,642 -110,051	-31%	-$2.25M	0.02%	394
2025 Q3	$9.06M	Buy	359,693 +15,730	+5%	+$381K	0.04%	318
2025 Q2	$9.76M	Buy	343,963 +11,255	+3%	+$346K	0.04%	310
2025 Q1	$17.8M	Buy	332,708 +316,755	+1,986%	+$18.3M	0.07%	243
2024 Q4	$954K	Sell	15,953 -1,221	-7%	-$81.2K	﹤0.01%	721
2024 Q3	$1.06M	Buy	+17,174	New	+$1.02M	﹤0.01%	713
2018 Q4	–	Sell	-10,500	Closed	-$1.37M	–	1017
2018 Q3	$1.37M	Buy	+10,500	New	+$1.24M	0.02%	589
2016 Q1	–	Sell	-3,010	Closed	-$284K	–	1140
2015 Q4	$284K	Buy	+3,010	New	+$301K	0.01%	661
2013 Q4	–	Sell	-19,690	Closed	-$871K	–	977
2013 Q3	$871K	Hold	19,690	–	–	0.01%	564
2013 Q2	$756K	Buy	+19,690	New	+$748K	0.01%	639

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

Jacobs Levy Equity Management's HELE Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Helen of Troy (HELE) stake by 83% in Q2 2026, buying an estimated $2.29M and bringing the position to 213,294 shares worth $6.2M. The position accounts for 0.02% of the portfolio, ranked #402.

Jacobs Levy Equity Management first reported a position in HELE in Q2 2013 and has held it in 12 quarters since. The position peaked at $17.8M in Q1 2025. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Jacobs Levy Equity Management held 213,294 shares of Helen of Troy worth $6.2M as of Q2 2026.
Jacobs Levy Equity Management bought 96,699 Helen of Troy shares in Q2 2026, an estimated $2.29M.
Helen of Troy made up 0.02% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #402 holding.
Jacobs Levy Equity Management first reported a position in Helen of Troy in Q2 2013 and has held it in 12 quarters since.
Jacobs Levy Equity Management's Helen of Troy position peaked at $17.8M in Q1 2025.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

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