M&G plc’s Helen of Troy HELE Stock Holding History

M&G plc’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 Q4	–	Sell	-330,309	Closed	-$8.26M	–	400
2025 Q3	$8.26M	Buy	330,309 +10,623	+3%	+$257K	0.04%	232
2025 Q2	$8.95M	Buy	+319,686	New	+$9.81M	0.05%	224
2024 Q4	–	Sell	-188,744	Closed	-$11.7M	–	440
2024 Q3	$11.7M	Buy	+188,744	New	+$11.2M	0.04%	189

Other funds holding HELE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&G plc's HELE Position: Q4 2025 in Review

M&G plc sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 330,309 shares — an estimated $8.26M sold.

M&G plc first reported a position in HELE in Q3 2024 and held it in 3 quarters. The position peaked at $11.7M in Q3 2024. 192 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

M&G plc reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
M&G plc sold 330,309 Helen of Troy shares in Q4 2025, an estimated $8.26M.
M&G plc first reported a position in Helen of Troy in Q3 2024 and held it in 3 quarters.
M&G plc's Helen of Troy position peaked at $11.7M in Q3 2024.
192 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on M&G plc's 13F filing for Q4 2025, filed 12 Feb 2026.