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&Partners’s Helen of Troy HELE Stock Holding History

&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 		$586K Buy
20,154
+4,509
+29% +$107K ﹤0.01% 1745
2026
Q1 		$223K Buy
15,645
+686
+5% +$12K ﹤0.01% 2181
2025
Q4 		$317K Buy
14,959
+558
+4% +$11.4K ﹤0.01% 1879
2025
Q3 		$361K Buy
14,401
+7,290
+103% +$177K ﹤0.01% 1647
2025
Q2 		$202K Buy
7,111
+1,148
+19% +$35.2K ﹤0.01% 1835
2025
Q1 		$322K Buy
+5,963
New +$345K ﹤0.01% 1372

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

&Partners's HELE Position: Q2 2026 in Review

&Partners increased its Helen of Troy (HELE) stake by 29% in Q2 2026, buying an estimated $107K and bringing the position to 20,154 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

&Partners first reported a position in HELE in Q1 2025 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • &Partners held 20,154 shares of Helen of Troy worth $586K as of Q2 2026.
  • &Partners bought 4,509 Helen of Troy shares in Q2 2026, an estimated $107K.
  • Helen of Troy made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1745 holding.
  • &Partners first reported a position in Helen of Troy in Q1 2025 and has held it in 6 quarters since.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.