Mercer Global Advisors’s Helen of Troy HELE Stock Holding History

Mercer Global Advisors’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	$884K	Buy	30,408 +14,729	+94%	+$348K	﹤0.01%	1837
2026 Q1	$226K	Buy	+15,679	New	+$274K	﹤0.01%	2711
2024 Q3	–	Sell	-2,915	Closed	-$270K	–	1994
2024 Q2	$270K	Buy	+2,915	New	+$295K	﹤0.01%	1632
2022 Q1	–	Sell	-1,188	Closed	-$290K	–	1905
2021 Q4	$290K	Buy	1,188 +15	+1%	+$3.56K	﹤0.01%	1487
2021 Q3	$264K	Sell	1,173 -548	-32%	-$125K	﹤0.01%	1482
2021 Q2	$393K	Sell	1,721 -938	-35%	-$206K	﹤0.01%	1263
2021 Q1	$560K	Sell	2,659 -621	-19%	-$140K	0.01%	1033
2020 Q4	$729K	Buy	3,280 +1,495	+84%	+$308K	0.01%	719
2020 Q3	$345K	Buy	1,785 +186	+12%	+$36.9K	0.01%	903
2020 Q2	$302K	Buy	+1,599	New	+$262K	0.01%	848

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mercer Global Advisors's HELE Position: Q2 2026 in Review

Mercer Global Advisors increased its Helen of Troy (HELE) stake by 94% in Q2 2026, buying an estimated $348K and bringing the position to 30,408 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Mercer Global Advisors first reported a position in HELE in Q2 2020 and has held it in 10 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Mercer Global Advisors held 30,408 shares of Helen of Troy worth $884K as of Q2 2026.
Mercer Global Advisors bought 14,729 Helen of Troy shares in Q2 2026, an estimated $348K.
Helen of Troy made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1837 holding.
Mercer Global Advisors first reported a position in Helen of Troy in Q2 2020 and has held it in 10 quarters since.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.