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Mork Capital Management’s Helen of Troy HELE Stock Holding History

Mork Capital 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
2026
Q2 		$1.16M Hold
40,000
– – 0.74% 67
2026
Q1 		$577K Hold
40,000
– – 0.41% 94
2025
Q4 		$850K Hold
40,000
– – 0.52% 102
2025
Q3 		$1.01M Buy
+40,000
New +$969K 0.69% 65

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

Mork Capital Management's HELE Position: Q2 2026 in Review

Mork Capital Management held its Helen of Troy (HELE) position steady in Q2 2026 at 40,000 shares worth $1.16M. The position accounts for 0.74% of the portfolio, ranked #67.

Mork Capital Management first reported a position in HELE in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Mork Capital Management held 40,000 shares of Helen of Troy worth $1.16M as of Q2 2026.
  • Mork Capital Management left its Helen of Troy share count unchanged in Q2 2026.
  • Helen of Troy made up 0.74% of Mork Capital Management's portfolio in Q2 2026, its #67 holding.
  • Mork Capital Management first reported a position in Helen of Troy in Q3 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Mork Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.