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Principal Securities’s Helen of Troy HELE Stock Holding History

Principal Securities’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
-627
Closed -$15.8K – 2281
2025
Q3 		$15.8K Buy
627
+226
+56% +$5.47K ﹤0.01% 2520
2025
Q2 		$11.4K Buy
401
+30
+8% +$921 ﹤0.01% 2571
2025
Q1 		$22.2K Hold
371
– – ﹤0.01% 2140
2024
Q4 		$22.2K Buy
371
+234
+171% +$15.6K ﹤0.01% 2136
2024
Q3 		$8.47K Sell
137
-13
-9% -$769 ﹤0.01% 2506
2024
Q2 		$13.9K Sell
150
-34
-18% -$3.44K ﹤0.01% 2242
2024
Q1 		$21.2K Sell
184
-2
-1% -$239 ﹤0.01% 1978
2023
Q4 		$22.5K Buy
+186
New +$20K ﹤0.01% 1865

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $30.8B AUM 11.29% 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

Principal Securities's HELE Position: Q4 2025 in Review

Principal Securities sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 627 shares — an estimated $15.8K sold.

Principal Securities first reported a position in HELE in Q4 2023 and held it in 8 quarters. The position peaked at $22.5K in Q4 2023. 192 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Principal Securities reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 627 Helen of Troy shares in Q4 2025, an estimated $15.8K.
  • Principal Securities first reported a position in Helen of Troy in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Helen of Troy position peaked at $22.5K in Q4 2023.
  • 192 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.