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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Jain Global's HELE Position: Q1 2026 in Review

Jain Global sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 48,220 shares — an estimated $1.02M sold.

Jain Global first reported a position in HELE in Q2 2025 and held it in 2 quarters. The position peaked at $1.02M in Q4 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

Jain Global reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
Jain Global sold 48,220 Helen of Troy shares in Q1 2026, an estimated $1.02M.
Jain Global first reported a position in Helen of Troy in Q2 2025 and held it in 2 quarters.
Jain Global's Helen of Troy position peaked at $1.02M in Q4 2025.
187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.