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Red Tortoise LLC’s Helen of Troy HELE Stock Holding History

Red Tortoise LLC’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
-118
Closed -$2.51K – 603
2025
Q4 		$2.51K Buy
+118
New +$2.41K ﹤0.01% 508
2025
Q3 		– Sell
-72
Closed -$2.04K – 609
2025
Q2 		$2.04K Buy
+72
New +$2.21K ﹤0.01% 527

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
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

Red Tortoise LLC's HELE Position: Q1 2026 in Review

Red Tortoise LLC sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 118 shares — an estimated $2.51K sold.

Red Tortoise LLC first reported a position in HELE in Q2 2025 and held it in 2 quarters. The position peaked at $2.51K in Q4 2025. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Red Tortoise LLC reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Red Tortoise LLC sold 118 Helen of Troy shares in Q1 2026, an estimated $2.51K.
  • Red Tortoise LLC first reported a position in Helen of Troy in Q2 2025 and held it in 2 quarters.
  • Red Tortoise LLC's Helen of Troy position peaked at $2.51K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.