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SBI Securities’s Helen of Troy HELE Stock Holding History

SBI Securities’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
2025
Q4 		– Sell
-1
Closed -$25 – 4116
2025
Q3 		$25 Buy
+1
New +$24 ﹤0.01% 3873
2025
Q2 		– Sell
-14
Closed -$749 – 4180
2025
Q1 		$749 Sell
14
-26
-65% -$1.5K ﹤0.01% 2708
2024
Q4 		$2.39K Buy
+40
New +$2.66K ﹤0.01% 2234

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBI Securities's HELE Position: Q4 2025 in Review

SBI Securities sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 1 share — an estimated $25 sold.

SBI Securities first reported a position in HELE in Q4 2024 and held it in 3 quarters. The position peaked at $2.39K in Q4 2024. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • SBI Securities reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • SBI Securities sold 1 Helen of Troy share in Q4 2025, an estimated $25.
  • SBI Securities first reported a position in Helen of Troy in Q4 2024 and held it in 3 quarters.
  • SBI Securities's Helen of Troy position peaked at $2.39K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.