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Leonteq Securities AG’s Helen of Troy HELE Stock Holding History

Leonteq Securities AG’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 		$5.84K Sell
201
-10,887
-98% -$258K ﹤0.01% 1074
2026
Q1 		$160K Buy
11,088
+6,929
+167% +$121K 0.01% 638
2025
Q4 		$88.4K Sell
4,159
-62
-1% -$1.26K ﹤0.01% 828
2025
Q3 		$106K Sell
4,221
-409
-9% -$9.9K ﹤0.01% 735
2025
Q2 		$131K Buy
4,630
+4,134
+833% +$127K 0.01% 656
2025
Q1 		$26.5K Buy
496
+220
+80% +$12.7K ﹤0.01% 937
2024
Q4 		$16.5K Buy
+276
New +$18.3K ﹤0.01% 998

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

Leonteq Securities AG's HELE Position: Q2 2026 in Review

Leonteq Securities AG reduced its Helen of Troy (HELE) stake by 98% in Q2 2026, selling an estimated $258K and leaving 201 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Leonteq Securities AG first reported a position in HELE in Q4 2024 and has held it in 7 quarters since. The position peaked at $160K in Q1 2026. 199 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Leonteq Securities AG held 201 shares of Helen of Troy worth $5.84K as of Q2 2026.
  • Leonteq Securities AG sold 10,887 Helen of Troy shares in Q2 2026, an estimated $258K.
  • Helen of Troy made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #1074 holding.
  • Leonteq Securities AG first reported a position in Helen of Troy in Q4 2024 and has held it in 7 quarters since.
  • Leonteq Securities AG's Helen of Troy position peaked at $160K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.