KK
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KLP Kapitalforvaltning’s Helen of Troy HELE Stock Holding History

KLP Kapitalforvaltning’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 		$663K Hold
22,800
– – ﹤0.01% 1373
2026
Q1 		$329K Hold
22,800
– – ﹤0.01% 1617
2025
Q4 		$485K Buy
22,800
+18,800
+470% +$384K ﹤0.01% 1430
2025
Q3 		$101K Hold
4,000
– – ﹤0.01% 2063
2025
Q2 		$114K Sell
4,000
-1,300
-25% -$39.9K ﹤0.01% 2004
2025
Q1 		$283K Hold
5,300
– – ﹤0.01% 1586
2024
Q4 		$317K Buy
+5,300
New +$352K ﹤0.01% 1618

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

KLP Kapitalforvaltning's HELE Position: Q2 2026 in Review

KLP Kapitalforvaltning held its Helen of Troy (HELE) position steady in Q2 2026 at 22,800 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

KLP Kapitalforvaltning first reported a position in HELE in Q4 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • KLP Kapitalforvaltning held 22,800 shares of Helen of Troy worth $663K as of Q2 2026.
  • KLP Kapitalforvaltning left its Helen of Troy share count unchanged in Q2 2026.
  • Helen of Troy made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #1373 holding.
  • KLP Kapitalforvaltning first reported a position in Helen of Troy in Q4 2024 and has held it in 7 quarters since.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.