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HELE icon

SignatureFD’s Helen of Troy HELE Stock Holding History

SignatureFD’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 		$100K Buy
3,456
+125
+4% +$2.96K ﹤0.01% 1449
2026
Q1 		$48K Sell
3,331
-498
-13% -$8.71K ﹤0.01% 1748
2025
Q4 		$81.4K Buy
3,829
+1,238
+48% +$25.3K ﹤0.01% 1406
2025
Q3 		$65.3K Buy
2,591
+1,162
+81% +$28.1K ﹤0.01% 1501
2025
Q2 		$40.6K Buy
1,429
+594
+71% +$18.2K ﹤0.01% 1697
2025
Q1 		$44.7K Sell
835
-298
-26% -$17.2K ﹤0.01% 1634
2024
Q4 		$67.8K Buy
1,133
+142
+14% +$9.44K ﹤0.01% 1418
2024
Q3 		$61.3K Buy
+991
New +$58.6K ﹤0.01% 1472
2020
Q4 		– Sell
-5
Closed -$1K – 2609
2020
Q3 		$1K Buy
+5
New +$993 ﹤0.01% 2424
2014
Q3 		– Sell
-12
Closed -$1K – 797
2014
Q2 		$1K Hold
12
– – ﹤0.01% 781
2014
Q1 		$1K Hold
12
– – ﹤0.01% 687
2013
Q4 		$1K Hold
12
– – ﹤0.01% 642
2013
Q3 		$1K Hold
12
– – ﹤0.01% 589
2013
Q2 		$0 Buy
+12
New +$456 ﹤0.01% 597

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

SignatureFD's HELE Position: Q2 2026 in Review

SignatureFD increased its Helen of Troy (HELE) stake by 3.8% in Q2 2026, buying an estimated $2.96K and bringing the position to 3,456 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

SignatureFD first reported a position in HELE in Q2 2013 and has held it in 14 quarters since. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • SignatureFD held 3,456 shares of Helen of Troy worth $100K as of Q2 2026.
  • SignatureFD bought 125 Helen of Troy shares in Q2 2026, an estimated $2.96K.
  • Helen of Troy made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1449 holding.
  • SignatureFD first reported a position in Helen of Troy in Q2 2013 and has held it in 14 quarters since.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.