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Jain Global’s Helen of Troy HELE Stock Holding History

Jain Global’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 		$1.02M Buy
+34,970
New +$827K ﹤0.01% 966
2026
Q1 		– Sell
-48,220
Closed -$1.02M – 1391
2025
Q4 		$1.02M Buy
+48,220
New +$984K 0.01% 705
2025
Q3 		– Sell
-32,112
Closed -$911K – 1229
2025
Q2 		$911K Buy
+32,112
New +$986K 0.01% 666

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

Jain Global's HELE Position: Q2 2026 in Review

Jain Global opened a new position in Helen of Troy (HELE) in Q2 2026: 34,970 shares worth $1.02M. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings. This is a return to the name: Jain Global previously reported a position in HELE as recently as Q4 2025.

Jain Global first reported a position in HELE in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Jain Global held 34,970 shares of Helen of Troy worth $1.02M as of Q2 2026.
  • Helen of Troy was a new Jain Global position in Q2 2026.
  • Helen of Troy made up ﹤0.01% of Jain Global's portfolio in Q2 2026, its #966 holding.
  • Jain Global first reported a position in Helen of Troy in Q2 2025 and has held it in 3 quarters since.
  • Jain Global's Helen of Troy position peaked at $1.02M in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.