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MTM Investment Management’s Helen of Troy HELE Stock Holding History

MTM Investment 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 		$5.81K Hold
200
– – ﹤0.01% 590
2026
Q1 		$2.88K Hold
200
– – ﹤0.01% 616
2025
Q4 		$4.25K Hold
200
– – ﹤0.01% 597
2025
Q3 		$5.04K Hold
200
– – ﹤0.01% 603
2025
Q2 		$5.68K Buy
+200
New +$6.14K ﹤0.01% 599

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

MTM Investment Management's HELE Position: Q2 2026 in Review

MTM Investment Management held its Helen of Troy (HELE) position steady in Q2 2026 at 200 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

MTM Investment Management first reported a position in HELE in Q2 2025 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • MTM Investment Management held 200 shares of Helen of Troy worth $5.81K as of Q2 2026.
  • MTM Investment Management left its Helen of Troy share count unchanged in Q2 2026.
  • Helen of Troy made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #590 holding.
  • MTM Investment Management first reported a position in Helen of Troy in Q2 2025 and has held it in 5 quarters since.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.