PEAK6’s Helen of Troy HELE Stock Holding History

PEAK6’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 Q1	–	Sell	-10,058	Closed	-$214K	–	2948
2025 Q4	$214K	Sell	10,058 -20,338	-67%	-$415K	﹤0.01%	2371
2025 Q3	$766K	Buy	30,396 +19,317	+174%	+$468K	﹤0.01%	1965
2025 Q2	$314K	Buy	+11,079	New	+$340K	﹤0.01%	2306

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

PEAK6's HELE Position: Q1 2026 in Review

PEAK6 sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 10,058 shares — an estimated $214K sold.

PEAK6 first reported a position in HELE in Q2 2025 and held it in 3 quarters. The position peaked at $766K in Q3 2025. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

PEAK6 reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
PEAK6 sold 10,058 Helen of Troy shares in Q1 2026, an estimated $214K.
PEAK6 first reported a position in Helen of Troy in Q2 2025 and held it in 3 quarters.
PEAK6's Helen of Troy position peaked at $766K in Q3 2025.
188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.