KBC Group
HELE icon

KBC Group’s Helen of Troy HELE Stock Holding History

KBC Group’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
Q2 		– Sell
-1,341
Closed -$72K – 1754
2025
Q1 		$72K Sell
1,341
-11
-0.8% -$636 ﹤0.01% 1659
2024
Q4 		$81K Buy
1,352
+571
+73% +$38K ﹤0.01% 1672
2024
Q3 		$48K Hold
781
– – ﹤0.01% 1726
2024
Q2 		$72K Buy
781
+215
+38% +$21.8K ﹤0.01% 1391
2024
Q1 		$65K Buy
566
+162
+40% +$19.4K ﹤0.01% 1379
2023
Q4 		$49K Hold
404
– – ﹤0.01% 1540
2023
Q3 		$47K Buy
+404
New +$50.3K ﹤0.01% 1492
2020
Q1 		– Sell
-1,138
Closed -$205K – 1359
2019
Q4 		$205K Sell
1,138
-10,976
-91% -$1.76M ﹤0.01% 1281
2019
Q3 		$1.91M Buy
+12,114
New +$1.8M 0.01% 665
2016
Q1 		– Sell
-570
Closed -$54K – 1271
2015
Q4 		$54K Sell
570
-2,511
-81% -$251K ﹤0.01% 1178
2015
Q3 		$275K Sell
3,081
-18,433
-86% -$1.65M 0.01% 931
2015
Q2 		$2.1M Sell
21,514
-12,691
-37% -$1.12M 0.03% 543
2015
Q1 		$2.79M Buy
34,205
+18,980
+125% +$1.45M 0.04% 446
2014
Q4 		$991K Buy
15,225
+4,098
+37% +$252K 0.01% 751
2014
Q3 		$584K Sell
11,127
-13,734
-55% -$770K 0.02% 689
2014
Q2 		$1.51M Buy
24,861
+24,364
+4,902% +$1.52M 0.02% 659
2014
Q1 		$34K Buy
+497
New +$30.2K ﹤0.01% 1235

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KBC Group's HELE Position: Q2 2025 in Review

KBC Group sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 1,341 shares — an estimated $72K sold.

KBC Group first reported a position in HELE in Q1 2014 and held it in 17 quarters. The position peaked at $2.79M in Q1 2015. 208 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • KBC Group reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • KBC Group sold 1,341 Helen of Troy shares in Q2 2025, an estimated $72K.
  • KBC Group first reported a position in Helen of Troy in Q1 2014 and held it in 17 quarters.
  • KBC Group's Helen of Troy position peaked at $2.79M in Q1 2015.
  • 208 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on KBC Group's 13F filing for Q2 2025, filed 8 Aug 2025.