Simplex Trading
HELE icon

Simplex Trading’s Helen of Troy HELE Stock Holding History

Simplex Trading’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 		$50.4K Sell
1,734
-1,304
-43% -$30.8K ﹤0.01% 6297
2026
Q1 		$43.8K Buy
+3,038
New +$53.1K ﹤0.01% 6022
2022
Q4 		– Sell
-182
Closed -$17.7K – 9662
2022
Q3 		$17K Buy
+182
New +$23.4K ﹤0.01% 7680
2022
Q1 		– Sell
-1,504
Closed -$317K – 10788
2021
Q4 		$367K Buy
1,504
+971
+182% +$230K ﹤0.01% 4256
2021
Q3 		$123K Hold
533
– – ﹤0.01% 6325
2021
Q2 		$121K Buy
+533
New +$117K ﹤0.01% 6455
2020
Q4 		– Sell
-281
Closed -$57.9K – 8622
2020
Q3 		$54K Sell
281
-42
-13% -$8.34K ﹤0.01% 5529
2020
Q2 		$60K Buy
+323
New +$52.9K ﹤0.01% 5324
2020
Q1 		– Sell
-451
Closed -$76.4K – 7842
2019
Q4 		$81K Sell
451
-468
-51% -$75.1K ﹤0.01% 4720
2019
Q3 		$144K Sell
919
-216
-19% -$32.1K ﹤0.01% 3924
2019
Q2 		$148K Buy
+1,135
New +$149K ﹤0.01% 3781
2018
Q4 		– Sell
-990
Closed -$130K – 7318
2018
Q3 		$129K Buy
+990
New +$117K ﹤0.01% 4155
2018
Q2 		– Sell
-55
Closed -$5.01K – 7548
2018
Q1 		$4K Buy
+55
New +$5K ﹤0.01% 4783
2017
Q3 		– Sell
-459
Closed -$44.1K – 6176
2017
Q2 		$43K Buy
+459
New +$42.7K ﹤0.01% 2532
2016
Q4 		– Sell
-1,093
Closed -$91.4K – 6097
2016
Q3 		$94K Buy
1,093
+495
+83% +$46.4K 0.01% 1575
2016
Q2 		$61K Buy
+598
New +$60.4K ﹤0.01% 1866
2015
Q4 		– Sell
-229
Closed -$20K – 5672
2015
Q3 		$20K Sell
229
-1,169
-84% -$105K ﹤0.01% 2795
2015
Q2 		$136K Buy
1,398
+1,366
+4,269% +$120K 0.01% 1018
2015
Q1 		$2K Buy
32
+31
+3,100% +$2.37K ﹤0.01% 4103
2014
Q4 		$0 Buy
+1
New +$62 ﹤0.01% 4641

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

Simplex Trading's HELE Position: Q2 2026 in Review

Simplex Trading reduced its Helen of Troy (HELE) stake by 43% in Q2 2026, selling an estimated $30.8K and leaving 1,734 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6297.

Simplex Trading first reported a position in HELE in Q4 2014 and has held it in 20 quarters since. The position peaked at $367K in Q4 2021. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Simplex Trading held 1,734 shares of Helen of Troy worth $50.4K as of Q2 2026.
  • Simplex Trading sold 1,304 Helen of Troy shares in Q2 2026, an estimated $30.8K.
  • Helen of Troy made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6297 holding.
  • Simplex Trading first reported a position in Helen of Troy in Q4 2014 and has held it in 20 quarters since.
  • Simplex Trading's Helen of Troy position peaked at $367K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.