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QSV Equity Investors’s Helen of Troy HELE Stock Holding History

QSV Equity Investors’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
Q3 		– Sell
-25,142
Closed -$714K – 94
2025
Q2 		$714K Buy
25,142
+5,635
+29% +$173K 0.74% 61
2025
Q1 		$1.04M Sell
19,507
-46
-0.2% -$2.66K 1.08% 56
2024
Q4 		$1.17M Hold
19,553
– – 1.12% 53
2024
Q3 		$1.21M Buy
19,553
+7,313
+60% +$433K 1.13% 53
2024
Q2 		$1.14M Sell
12,240
-76
-0.6% -$7.7K 1.18% 51
2024
Q1 		$1.42M Buy
12,316
+24
+0.2% +$2.87K 1.37% 40
2023
Q4 		$1.48M Buy
+12,292
New +$1.32M 1.44% 33

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

QSV Equity Investors's HELE Position: Q3 2025 in Review

QSV Equity Investors sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 25,142 shares — an estimated $714K sold.

QSV Equity Investors first reported a position in HELE in Q4 2023 and held it in 7 quarters. The position peaked at $1.48M in Q4 2023. 206 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • QSV Equity Investors reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • QSV Equity Investors sold 25,142 Helen of Troy shares in Q3 2025, an estimated $714K.
  • QSV Equity Investors first reported a position in Helen of Troy in Q4 2023 and held it in 7 quarters.
  • QSV Equity Investors's Helen of Troy position peaked at $1.48M in Q4 2023.
  • 206 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on QSV Equity Investors's 13F filing for Q3 2025, filed 14 Nov 2025.