Robeco Institutional Asset Management’s Helen of Troy HELE Stock Holding History

Robeco Institutional Asset 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	$493K	Hold	16,967	–	–	﹤0.01%	778
2026 Q1	$245K	Hold	16,967	–	–	﹤0.01%	826
2025 Q4	$361K	Hold	16,967	–	–	﹤0.01%	786
2025 Q3	$428K	Hold	16,967	–	–	﹤0.01%	811
2025 Q2	$482K	Buy	+16,967	New	+$521K	﹤0.01%	802
2021 Q3	–	Sell	-1,332	Closed	-$304K	–	934
2021 Q2	$304K	Sell	1,332 -63,406	-98%	-$13.9M	﹤0.01%	854
2021 Q1	$13.6M	Sell	64,738 -35,422	-35%	-$7.99M	0.03%	415
2020 Q4	$22.3M	Sell	100,160 -9,852	-9%	-$2.03M	0.06%	319
2020 Q3	$21.3M	Sell	110,012 -22,311	-17%	-$4.43M	0.07%	286
2020 Q2	$25M	Sell	132,323 -21,948	-14%	-$3.59M	0.08%	265
2020 Q1	$22.2M	Buy	154,271 +111,271	+259%	+$18.9M	0.09%	264
2019 Q4	$7.73M	Sell	43,000 -364	-0.8%	-$58.4K	0.02%	528
2019 Q3	$6.84M	Hold	43,364	–	–	0.02%	545
2019 Q2	$5.66M	Sell	43,364 -150,424	-78%	-$19.7M	0.02%	576
2019 Q1	$22.5M	Sell	193,788 -147,185	-43%	-$17M	0.08%	320
2018 Q4	$44.7M	Buy	+340,973	New	+$44.7M	0.2%	138

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

Robeco Institutional Asset Management's HELE Position: Q2 2026 in Review

Robeco Institutional Asset Management held its Helen of Troy (HELE) position steady in Q2 2026 at 16,967 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Robeco Institutional Asset Management first reported a position in HELE in Q4 2018 and has held it in 16 quarters since. The position peaked at $44.7M in Q4 2018. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Robeco Institutional Asset Management held 16,967 shares of Helen of Troy worth $493K as of Q2 2026.
Robeco Institutional Asset Management left its Helen of Troy share count unchanged in Q2 2026.
Helen of Troy made up ﹤0.01% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #778 holding.
Robeco Institutional Asset Management first reported a position in Helen of Troy in Q4 2018 and has held it in 16 quarters since.
Robeco Institutional Asset Management's Helen of Troy position peaked at $44.7M in Q4 2018.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.