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Prescott Group Capital Management’s Helen of Troy HELE Stock Holding History

Prescott Group Capital Management’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 		$12.7M Buy
437,773
+81,662
+23% +$1.93M 1.1% 16
2026
Q1 		$5.14M Buy
356,111
+245,820
+223% +$4.3M 0.51% 56
2025
Q4 		$2.34M Buy
+110,291
New +$2.25M 0.22% 126

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

Prescott Group Capital Management's HELE Position: Q2 2026 in Review

Prescott Group Capital Management increased its Helen of Troy (HELE) stake by 23% in Q2 2026, buying an estimated $1.93M and bringing the position to 437,773 shares worth $12.7M. The position accounts for 1.1% of the portfolio, ranked #16.

Prescott Group Capital Management first reported a position in HELE in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Prescott Group Capital Management held 437,773 shares of Helen of Troy worth $12.7M as of Q2 2026.
  • Prescott Group Capital Management bought 81,662 Helen of Troy shares in Q2 2026, an estimated $1.93M.
  • Helen of Troy made up 1.1% of Prescott Group Capital Management's portfolio in Q2 2026, its #16 holding.
  • Prescott Group Capital Management first reported a position in Helen of Troy in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Prescott Group Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.