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RWWM Inc’s Helen of Troy HELE Stock Holding History

RWWM Inc’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 		$13.8M Sell
474,611
-699,218
-60% -$16.5M 1.02% 17
2026
Q1 		$16.9M Buy
1,173,829
+541,689
+86% +$9.47M 1.24% 13
2025
Q4 		$13.4M Buy
632,140
+116,964
+23% +$2.39M 0.92% 14
2025
Q3 		$13M Buy
515,176
+322,315
+167% +$7.81M 0.93% 13
2025
Q2 		$5.47M Buy
+192,861
New +$5.92M 0.45% 14

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

RWWM Inc's HELE Position: Q2 2026 in Review

RWWM Inc reduced its Helen of Troy (HELE) stake by 60% in Q2 2026, selling an estimated $16.5M and leaving 474,611 shares worth $13.8M. The position accounts for 1.02% of the portfolio, ranked #17.

RWWM Inc first reported a position in HELE in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.9M in Q1 2026. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • RWWM Inc held 474,611 shares of Helen of Troy worth $13.8M as of Q2 2026.
  • RWWM Inc sold 699,218 Helen of Troy shares in Q2 2026, an estimated $16.5M.
  • Helen of Troy made up 1.02% of RWWM Inc's portfolio in Q2 2026, its #17 holding.
  • RWWM Inc first reported a position in Helen of Troy in Q2 2025 and has held it in 5 quarters since.
  • RWWM Inc's Helen of Troy position peaked at $16.9M in Q1 2026.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on RWWM Inc's 13F filing for Q2 2026, filed 14 Aug 2026.