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Semanteon Capital Management’s Helen of Troy HELE Stock Holding History

Semanteon Capital 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
2025
Q4 		– Sell
-22,854
Closed -$576K – 81
2025
Q3 		$576K Buy
+22,854
New +$553K 0.72% 2
2024
Q2 		– Sell
-10,774
Closed -$1.24M – 255
2024
Q1 		$1.24M Buy
+10,774
New +$1.29M 0.79% 47

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

Semanteon Capital Management's HELE Position: Q4 2025 in Review

Semanteon Capital Management sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 22,854 shares — an estimated $576K sold.

Semanteon Capital Management first reported a position in HELE in Q1 2024 and held it in 2 quarters. The position peaked at $1.24M in Q1 2024. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Semanteon Capital Management reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 22,854 Helen of Troy shares in Q4 2025, an estimated $576K.
  • Semanteon Capital Management first reported a position in Helen of Troy in Q1 2024 and held it in 2 quarters.
  • Semanteon Capital Management's Helen of Troy position peaked at $1.24M in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Semanteon Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.