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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner's HELE Position: Q4 2025 in Review

Mariner sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 10,182 shares — an estimated $257K sold.

Mariner first reported a position in HELE in Q4 2022 and held it in 10 quarters. The position peaked at $672K in Q1 2024. 192 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Mariner reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Mariner sold 10,182 Helen of Troy shares in Q4 2025, an estimated $257K.
  • Mariner first reported a position in Helen of Troy in Q4 2022 and held it in 10 quarters.
  • Mariner's Helen of Troy position peaked at $672K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Mariner's 13F filing for Q4 2025, filed 13 Feb 2026.