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

Nordea 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
2025
Q4 		– Sell
-73,770
Closed -$1.86M – 870
2025
Q3 		$1.86M Buy
73,770
+4,370
+6% +$106K ﹤0.01% 752
2025
Q2 		$1.97M Buy
69,400
+20,248
+41% +$622K ﹤0.01% 733
2025
Q1 		$2.65M Buy
49,152
+191
+0.4% +$11K ﹤0.01% 649
2024
Q4 		$2.92M Buy
48,961
+2,675
+6% +$178K ﹤0.01% 625
2024
Q3 		$2.87M Sell
46,286
-2,396
-5% -$142K ﹤0.01% 627
2024
Q2 		$4.57M Buy
+48,682
New +$4.93M 0.01% 543
2020
Q2 		– Sell
-36,307
Closed -$5.13M – 945
2020
Q1 		$5.13M Buy
36,307
+1,624
+5% +$275K 0.01% 407
2019
Q4 		$6.27M Buy
34,683
+637
+2% +$102K 0.01% 405
2019
Q3 		$5.3M Buy
+34,046
New +$5.06M 0.01% 449
2019
Q1 		– Sell
-28,200
Closed -$3.7M – 1351
2018
Q4 		$3.7M Buy
28,200
+3,500
+14% +$459K 0.01% 660
2018
Q3 		$3.23M Buy
+24,700
New +$2.91M 0.01% 799

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nordea Investment Management's HELE Position: Q4 2025 in Review

Nordea Investment Management sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 73,770 shares — an estimated $1.86M sold.

Nordea Investment Management first reported a position in HELE in Q3 2018 and held it in 11 quarters. The position peaked at $6.27M in Q4 2019. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Nordea Investment Management reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Nordea Investment Management sold 73,770 Helen of Troy shares in Q4 2025, an estimated $1.86M.
  • Nordea Investment Management first reported a position in Helen of Troy in Q3 2018 and held it in 11 quarters.
  • Nordea Investment Management's Helen of Troy position peaked at $6.27M in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Nordea Investment Management's 13F filing for Q4 2025, filed 8 Jan 2026.