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Pacific Ridge Capital Partners’s Helen of Troy HELE Stock Holding History

Pacific Ridge Capital Partners’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 		$1.65M Sell
56,727
-653
-1% -$15.4K 0.3% 78
2026
Q1 		$827K Buy
57,380
+6,844
+14% +$120K 0.18% 100
2025
Q4 		$1.07M Buy
50,536
+6,549
+15% +$134K 0.24% 90
2025
Q3 		$1.11M Buy
43,987
+19,375
+79% +$469K 0.24% 84
2025
Q2 		$698K Buy
24,612
+13,129
+114% +$403K 0.17% 104
2025
Q1 		$614K Buy
11,483
+1,253
+12% +$72.4K 0.16% 103
2024
Q4 		$612K Buy
10,230
+4,774
+88% +$317K 0.14% 118
2024
Q3 		$337K Buy
+5,456
New +$323K 0.08% 132
2015
Q3 		– Sell
-13,476
Closed -$1.31M – 161
2015
Q2 		$1.31M Sell
13,476
-1,599
-11% -$141K 0.55% 66
2015
Q1 		$1.23M Buy
15,075
+310
+2% +$23.7K 0.49% 75
2014
Q4 		$961K Buy
14,765
+110
+0.8% +$6.77K 0.41% 84
2014
Q3 		$770K Buy
14,655
+5,905
+67% +$331K 0.4% 87
2014
Q2 		$531K Sell
8,750
-40
-0.5% -$2.49K 0.36% 92
2014
Q1 		$609K Sell
8,790
-60
-0.7% -$3.65K 0.42% 81
2013
Q4 		$437K Buy
+8,850
New +$415K 0.3% 103

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

Pacific Ridge Capital Partners's HELE Position: Q2 2026 in Review

Pacific Ridge Capital Partners reduced its Helen of Troy (HELE) stake by 1.1% in Q2 2026, selling an estimated $15.4K and leaving 56,727 shares worth $1.65M. The position accounts for 0.3% of the portfolio, ranked #78.

Pacific Ridge Capital Partners first reported a position in HELE in Q4 2013 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Pacific Ridge Capital Partners held 56,727 shares of Helen of Troy worth $1.65M as of Q2 2026.
  • Pacific Ridge Capital Partners sold 653 Helen of Troy shares in Q2 2026, an estimated $15.4K.
  • Helen of Troy made up 0.3% of Pacific Ridge Capital Partners's portfolio in Q2 2026, its #78 holding.
  • Pacific Ridge Capital Partners first reported a position in Helen of Troy in Q4 2013 and has held it in 15 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Pacific Ridge Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.