Millennium Management
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Millennium Management’s Helen of Troy HELE Stock Holding History

Millennium 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
2024
Q2 		– Sell
-3,500
Closed -$403K – 6152
2024
Q1 		$403K Sell
3,500
-18,700
-84% -$2.23M ﹤0.01% 4949
2023
Q4 		$2.68M Buy
22,200
+2,100
+10% +$226K ﹤0.01% 3359
2023
Q3 		$2.34M Buy
+20,100
New +$2.5M ﹤0.01% 3407

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Millennium Management's HELE Position: Q1 2026 in Review

Millennium Management reduced its Helen of Troy (HELE) stake by 86% in Q1 2026, selling an estimated $15.8M and leaving 143,463 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3844.

Millennium Management first reported a position in HELE in Q1 2014 and has held it in 40 quarters since. The position peaked at $29.5M in Q1 2023. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Millennium Management held 143,463 shares of Helen of Troy worth $2.07M as of Q1 2026.
  • Millennium Management sold 905,918 Helen of Troy shares in Q1 2026, an estimated $15.8M.
  • Helen of Troy made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #3844 holding.
  • Millennium Management first reported a position in Helen of Troy in Q1 2014 and has held it in 40 quarters since.
  • Millennium Management's Helen of Troy position peaked at $29.5M in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.