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Medina Value Partners’s Helen of Troy HELE Stock Holding History

Medina Value Partners’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
Q2 		– Sell
-383,356
Closed -$20.5M – 26
2025
Q1 		$20.5M Buy
383,356
+64,893
+20% +$3.75M 5.86% 6
2024
Q4 		$19.1M Buy
318,463
+239,593
+304% +$15.9M 7.81% 7
2024
Q3 		$4.88M Buy
+78,870
New +$4.66M 1.83% 16

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Medina Value Partners's HELE Position: Q2 2025 in Review

Medina Value Partners sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 383,356 shares — an estimated $20.5M sold.

Medina Value Partners first reported a position in HELE in Q3 2024 and held it in 3 quarters. The position peaked at $20.5M in Q1 2025. 209 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • Medina Value Partners reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • Medina Value Partners sold 383,356 Helen of Troy shares in Q2 2025, an estimated $20.5M.
  • Medina Value Partners first reported a position in Helen of Troy in Q3 2024 and held it in 3 quarters.
  • Medina Value Partners's Helen of Troy position peaked at $20.5M in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on Medina Value Partners's 13F filing for Q2 2025, filed 14 Aug 2025.