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Richard Pzena’s Helen of Troy HELE Stock Holding History

Richard Pzena’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 		$19.7M Sell
676,577
-84,596
-11% -$2M 0.06% 120
2026
Q1 		$11M Sell
761,173
-186,395
-20% -$3.26M 0.04% 124
2025
Q4 		$20.1M Sell
947,568
-63,188
-6% -$1.29M 0.06% 116
2025
Q3 		$25.5M Buy
1,010,756
+25,425
+3% +$616K 0.08% 113
2025
Q2 		$28M Buy
985,331
+229,104
+30% +$7.03M 0.09% 112
2025
Q1 		$40.5M Buy
756,227
+50,516
+7% +$2.92M 0.14% 81
2024
Q4 		$42.2M Buy
705,711
+124,269
+21% +$8.26M 0.14% 81
2024
Q3 		$36M Buy
+581,442
New +$34.4M 0.12% 100

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

Richard Pzena's HELE Position: Q2 2026 in Review

Richard Pzena reduced its Helen of Troy (HELE) stake by 11% in Q2 2026, selling an estimated $2M and leaving 676,577 shares worth $19.7M. The position accounts for 0.06% of the portfolio, ranked #120.

Richard Pzena first reported a position in HELE in Q3 2024 and has held it in 8 quarters since. The position peaked at $42.2M in Q4 2024. 199 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Richard Pzena held 676,577 shares of Helen of Troy worth $19.7M as of Q2 2026.
  • Richard Pzena sold 84,596 Helen of Troy shares in Q2 2026, an estimated $2M.
  • Helen of Troy made up 0.06% of Richard Pzena's portfolio in Q2 2026, its #120 holding.
  • Richard Pzena first reported a position in Helen of Troy in Q3 2024 and has held it in 8 quarters since.
  • Richard Pzena's Helen of Troy position peaked at $42.2M in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.