Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s Helen of Troy HELE Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$112K Buy
3,869
+339
+10% +$8.02K ﹤0.01% 1757
2026
Q1 		$50.9K Sell
3,530
-13,069
-79% -$228K ﹤0.01% 1946
2025
Q4 		$353K Sell
16,599
-4,308
-21% -$87.9K ﹤0.01% 1580
2025
Q3 		$527K Buy
20,907
+418
+2% +$10.1K ﹤0.01% 1502
2025
Q2 		$581K Buy
20,489
+479
+2% +$14.7K ﹤0.01% 1463
2025
Q1 		$1.07M Buy
20,010
+19,123
+2,156% +$1.1M ﹤0.01% 1295
2024
Q4 		$53.1K Buy
887
+104
+13% +$6.91K ﹤0.01% 1923
2024
Q3 		$48.4K Buy
783
+182
+30% +$10.8K ﹤0.01% 1786
2024
Q2 		$55.7K Buy
601
+8
+1% +$811 ﹤0.01% 1537
2024
Q1 		$68.3K Sell
593
-9
-1% -$1.07K ﹤0.01% 1479
2023
Q4 		$72.7K Sell
602
-23
-4% -$2.48K ﹤0.01% 1473
2023
Q3 		$73K Buy
625
+4
+0.6% +$498 ﹤0.01% 1470
2023
Q2 		$67K Buy
621
+66
+12% +$6.32K ﹤0.01% 1497
2023
Q1 		$53K Buy
555
+67
+14% +$7.17K ﹤0.01% 1548
2022
Q4 		$54K Sell
488
-711
-59% -$69.2K ﹤0.01% 1561
2022
Q3 		$116K Buy
1,199
+196
+20% +$25.2K ﹤0.01% 1603
2022
Q2 		$163K Sell
1,003
-968
-49% -$183K ﹤0.01% 1529
2022
Q1 		$386K Buy
1,971
+97
+5% +$20.4K ﹤0.01% 1385
2021
Q4 		$458K Buy
1,874
+150
+9% +$35.6K ﹤0.01% 1352
2021
Q3 		$387K Sell
1,724
-417
-19% -$95.4K ﹤0.01% 1376
2021
Q2 		$488K Sell
2,141
-14
-0.6% -$3.08K ﹤0.01% 1348
2021
Q1 		$454K Buy
2,155
+209
+11% +$47.1K ﹤0.01% 1347
2020
Q4 		$432K Buy
+1,946
New +$401K ﹤0.01% 1295
2013
Q4 		– Sell
-1,574
Closed -$70K – 1758
2013
Q3 		$70K Buy
+1,574
New +$66.2K ﹤0.01% 1688

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

Ohio Public Employees Retirement System (OPERS)'s HELE Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) increased its Helen of Troy (HELE) stake by 9.6% in Q2 2026, buying an estimated $8.02K and bringing the position to 3,869 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Ohio Public Employees Retirement System (OPERS) first reported a position in HELE in Q3 2013 and has held it in 24 quarters since. The position peaked at $1.07M in Q1 2025. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Ohio Public Employees Retirement System (OPERS) held 3,869 shares of Helen of Troy worth $112K as of Q2 2026.
  • Ohio Public Employees Retirement System (OPERS) bought 339 Helen of Troy shares in Q2 2026, an estimated $8.02K.
  • Helen of Troy made up ﹤0.01% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q2 2026, its #1757 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Helen of Troy in Q3 2013 and has held it in 24 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s Helen of Troy position peaked at $1.07M in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.