Pacer Advisors
HELE icon

Pacer Advisors’s Helen of Troy HELE Stock Holding History

Pacer Advisors’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
-207,670
Closed -$5.23M – 3829
2025
Q3 		$5.23M Buy
+207,670
New +$5.03M 0.01% 670
2025
Q1 		– Sell
-919,514
Closed -$55M – 3705
2024
Q4 		$55M Sell
919,514
-150,426
-14% -$10M 0.12% 190
2024
Q3 		$66.2M Buy
1,069,940
+1,066,418
+30,279% +$63.1M 0.14% 174
2024
Q2 		$327K Sell
3,522
-10
-0.3% -$1.01K ﹤0.01% 1714
2024
Q1 		$407K Sell
3,532
-30
-0.8% -$3.58K ﹤0.01% 1617
2023
Q4 		$430K Buy
3,562
+1,514
+74% +$163K ﹤0.01% 1577
2023
Q3 		$239K Sell
2,048
-2,252
-52% -$280K ﹤0.01% 1445
2023
Q2 		$464K Buy
4,300
+3,395
+375% +$325K ﹤0.01% 1505
2023
Q1 		$86.1K Sell
905
-3,693
-80% -$395K ﹤0.01% 1637
2022
Q4 		$510K Buy
+4,598
New +$448K ﹤0.01% 1237
2022
Q1 		– Sell
-2,538
Closed -$620K – 2396
2021
Q4 		$620K Buy
2,538
+30
+1% +$7.11K 0.01% 1452
2021
Q3 		$563K Sell
2,508
-202
-7% -$46.2K 0.01% 1088
2021
Q2 		$618K Sell
2,710
-19
-0.7% -$4.18K 0.01% 1050
2021
Q1 		$575K Sell
2,729
-227
-8% -$51.2K 0.01% 996
2020
Q4 		$657K Sell
2,956
-3,135
-51% -$646K 0.01% 864
2020
Q3 		$1.18M Buy
+6,091
New +$1.21M 0.03% 636
2018
Q3 		– Sell
-8,279
Closed -$815K – 1219
2018
Q2 		$815K Buy
+8,279
New +$755K 0.04% 730
2016
Q3 		– Sell
-1,894
Closed -$195K – 1051
2016
Q2 		$195K Buy
+1,894
New +$191K 0.03% 803

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 $240B AUM 35.51% 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 $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacer Advisors's HELE Position: Q4 2025 in Review

Pacer Advisors sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 207,670 shares — an estimated $5.23M sold.

Pacer Advisors first reported a position in HELE in Q2 2016 and held it in 18 quarters. The position peaked at $66.2M in Q3 2024. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Pacer Advisors reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Pacer Advisors sold 207,670 Helen of Troy shares in Q4 2025, an estimated $5.23M.
  • Pacer Advisors first reported a position in Helen of Troy in Q2 2016 and held it in 18 quarters.
  • Pacer Advisors's Helen of Troy position peaked at $66.2M in Q3 2024.
  • 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Pacer Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.