Jump Financial’s Helen of Troy HELE Stock Holding History

Jump Financial’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	$3.09M	Buy	106,204 +43,651	+70%	+$1.03M	0.02%	714
2026 Q1	$902K	Buy	62,553 +20,696	+49%	+$362K	0.01%	975
2025 Q4	$889K	Sell	41,857 -40,170	-49%	-$820K	0.01%	1027
2025 Q3	$2.07M	Buy	+82,027	New	+$1.99M	0.02%	715
2025 Q2	–	Sell	-30,230	Closed	-$1.62M	–	1949
2025 Q1	$1.62M	Buy	+30,230	New	+$1.75M	0.02%	652
2024 Q4	–	Sell	-45,400	Closed	-$2.81M	–	1802
2024 Q3	$2.81M	Buy	+45,400	New	+$2.69M	0.06%	393
2023 Q3	–	Sell	-14,168	Closed	-$1.53M	–	2005
2023 Q2	$1.53M	Buy	14,168 +11,868	+516%	+$1.14M	0.06%	489
2023 Q1	$219K	Buy	+2,300	New	+$246K	0.01%	1271
2022 Q4	–	Sell	-23,207	Closed	-$2.24M	–	1760
2022 Q3	$2.24M	Buy	+23,207	New	+$2.98M	0.09%	348

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

Jump Financial's HELE Position: Q2 2026 in Review

Jump Financial increased its Helen of Troy (HELE) stake by 70% in Q2 2026, buying an estimated $1.03M and bringing the position to 106,204 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #714.

Jump Financial first reported a position in HELE in Q3 2022 and has held it in 9 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Jump Financial held 106,204 shares of Helen of Troy worth $3.09M as of Q2 2026.
Jump Financial bought 43,651 Helen of Troy shares in Q2 2026, an estimated $1.03M.
Helen of Troy made up 0.02% of Jump Financial's portfolio in Q2 2026, its #714 holding.
Jump Financial first reported a position in Helen of Troy in Q3 2022 and has held it in 9 quarters since.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.