MCM
HELE icon

MAI Capital Management’s Helen of Troy HELE Stock Holding History

MAI Capital Management’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
Q1 		$6.26K Buy
+434
New +$7.59K ﹤0.01% 3396
2025
Q3 		– Sell
-111
Closed -$3.15K – 3958
2025
Q2 		$3.15K Buy
111
+45
+68% +$1.38K ﹤0.01% 3264
2025
Q1 		$3.53K Hold
66
– – ﹤0.01% 2831
2024
Q4 		$3.95K Buy
+66
New +$4.39K ﹤0.01% 2845
2016
Q4 		– Sell
-7,875
Closed -$679K – 452
2016
Q3 		$679K Sell
7,875
-140
-2% -$13.1K 0.05% 228
2016
Q2 		$824K Sell
8,015
-200
-2% -$20.2K 0.06% 202
2016
Q1 		$852K Buy
+8,215
New +$767K 0.07% 194

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