Mariner
HELE icon

Mariner’s Helen of Troy HELE Stock Holding History

Mariner’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 		$1.7M Buy
+58,314
New +$1.38M ﹤0.01% 1593
2025
Q4 		– Sell
-10,182
Closed -$257K – 3650
2025
Q3 		$257K Buy
+10,182
New +$247K ﹤0.01% 2951
2025
Q1 		– Sell
-6,049
Closed -$362K – 3515
2024
Q4 		$362K Buy
6,049
+50
+0.8% +$3.32K ﹤0.01% 2459
2024
Q3 		$371K Buy
5,999
+3,299
+122% +$195K ﹤0.01% 2391
2024
Q2 		$250K Sell
2,700
-3,129
-54% -$317K ﹤0.01% 2596
2024
Q1 		$672K Buy
5,829
+2,532
+77% +$302K ﹤0.01% 1811
2023
Q4 		$398K Buy
3,297
+28
+0.9% +$3.02K ﹤0.01% 2112
2023
Q3 		$381K Buy
3,269
+640
+24% +$79.7K ﹤0.01% 1957
2023
Q2 		$284K Buy
2,629
+161
+7% +$15.4K ﹤0.01% 2168
2023
Q1 		$235K Sell
2,468
-183
-7% -$19.6K ﹤0.01% 2269
2022
Q4 		$294K Buy
+2,651
New +$258K ﹤0.01% 2050

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

Mariner's HELE Position: Q2 2026 in Review

Mariner opened a new position in Helen of Troy (HELE) in Q2 2026: 58,314 shares worth $1.7M. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings. This is a return to the name: Mariner previously reported a position in HELE as recently as Q3 2025.

Mariner first reported a position in HELE in Q4 2022 and has held it in 11 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Mariner held 58,314 shares of Helen of Troy worth $1.7M as of Q2 2026.
  • Helen of Troy was a new Mariner position in Q2 2026.
  • Helen of Troy made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1593 holding.
  • Mariner first reported a position in Helen of Troy in Q4 2022 and has held it in 11 quarters since.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.