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Salomon & Ludwin’s Helen of Troy HELE Stock Holding History

Salomon & Ludwin’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
-131
Closed -$2.72K – 2140
2025
Q4 		$2.72K Buy
131
+102
+352% +$2.08K ﹤0.01% 1947
2025
Q3 		$767 Buy
+29
New +$702 ﹤0.01% 2065

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

Salomon & Ludwin's HELE Position: Q1 2026 in Review

Salomon & Ludwin sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 131 shares — an estimated $2.72K sold.

Salomon & Ludwin first reported a position in HELE in Q3 2025 and held it in 2 quarters. The position peaked at $2.72K in Q4 2025. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Salomon & Ludwin reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Salomon & Ludwin sold 131 Helen of Troy shares in Q1 2026, an estimated $2.72K.
  • Salomon & Ludwin first reported a position in Helen of Troy in Q3 2025 and held it in 2 quarters.
  • Salomon & Ludwin's Helen of Troy position peaked at $2.72K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.