Quantinno Capital Management’s Helen of Troy HELE Stock Holding History

Quantinno 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	$1.87M	Buy	64,300 +18,835	+41%	+$445K	﹤0.01%	2032
2026 Q1	$656K	Buy	45,465 +8,379	+23%	+$146K	﹤0.01%	2513
2025 Q4	$788K	Buy	+37,086	New	+$757K	﹤0.01%	1987
2025 Q3	–	Sell	-10,430	Closed	-$296K	–	2967
2025 Q2	$296K	Buy	+10,430	New	+$320K	﹤0.01%	2031
2020 Q1	–	Sell	-4,380	Closed	-$787K	–	440
2019 Q4	$787K	Buy	+4,380	New	+$703K	0.5%	11

Other funds holding HELE

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quantinno Capital Management's HELE Position: Q2 2026 in Review

Quantinno Capital Management increased its Helen of Troy (HELE) stake by 41% in Q2 2026, buying an estimated $445K and bringing the position to 64,300 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Quantinno Capital Management first reported a position in HELE in Q4 2019 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Quantinno Capital Management held 64,300 shares of Helen of Troy worth $1.87M as of Q2 2026.
Quantinno Capital Management bought 18,835 Helen of Troy shares in Q2 2026, an estimated $445K.
Helen of Troy made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #2032 holding.
Quantinno Capital Management first reported a position in Helen of Troy in Q4 2019 and has held it in 5 quarters since.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

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