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
Q1 		$82.2K Sell
5,700
-45,100
-89% -$788K ﹤0.01% 5313
2025
Q4 		$1.08M Buy
50,800
+37,000
+268% +$755K ﹤0.01% 2557
2025
Q3 		$347K Sell
13,800
-4,400
-24% -$107K ﹤0.01% 4281
2025
Q2 		$516K Buy
18,200
+5,500
+43% +$169K ﹤0.01% 3478
2025
Q1 		$679K Sell
12,700
-36,600
-74% -$2.11M ﹤0.01% 3067
2024
Q4 		$2.95M Buy
49,300
+13,700
+38% +$911K ﹤0.01% 1864
2024
Q3 		$2.2M Buy
35,600
+8,600
+32% +$509K ﹤0.01% 2193
2024
Q2 		$2.5M Buy
27,000
+1,000
+4% +$101K ﹤0.01% 1999
2024
Q1 		$3M Sell
26,000
-27,900
-52% -$3.33M ﹤0.01% 2033
2023
Q4 		$6.51M Buy
53,900
+6,100
+13% +$657K ﹤0.01% 1364
2023
Q3 		$5.57M Buy
47,800
+16,500
+53% +$2.05M ﹤0.01% 1265
2023
Q2 		$3.38M Sell
31,300
-3,400
-10% -$325K ﹤0.01% 1569
2023
Q1 		$3.3M Sell
34,700
-12,900
-27% -$1.38M ﹤0.01% 1554
2022
Q4 		$5.28M Buy
47,600
+47,000
+7,833% +$4.58M 0.01% 1193
2022
Q3 		$57K Sell
600
-9,400
-94% -$1.21M ﹤0.01% 6259
2022
Q2 		$1.62M Buy
10,000
+8,000
+400% +$1.51M ﹤0.01% 2088
2022
Q1 		$391K Buy
2,000
+1,300
+186% +$274K ﹤0.01% 4180
2021
Q4 		$171K Buy
700
+600
+600% +$142K ﹤0.01% 5412
2021
Q3 		$23K Hold
100
– – ﹤0.01% 8318
2021
Q2 		$22K Buy
+100
New +$22K ﹤0.01% 8495
2021
Q1 		– Sell
-5
Closed -$111K – 9275
2020
Q4 		$111K Sell
5
-34
-87% -$7K ﹤0.01% 5346
2020
Q3 		$754K Buy
39
+37
+1,850% +$7.35K ﹤0.01% 2565
2020
Q2 		$37K Sell
2
-86
-98% -$14.1K ﹤0.01% 5753
2020
Q1 		$1.27M Buy
88
+3
+4% +$508 ﹤0.01% 1668
2019
Q4 		$1.53M Buy
85
+55
+183% +$8.82K ﹤0.01% 1723
2019
Q3 		$472K Sell
30
-34
-53% -$5.05K ﹤0.01% 2679
2019
Q2 		$835K Sell
64
-84
-57% -$11K ﹤0.01% 2067
2019
Q1 		$1.72M Buy
148
+136
+1,133% +$15.7K ﹤0.01% 1515
2018
Q4 		$157K Sell
12
-17
-59% -$2.23K ﹤0.01% 3404
2018
Q3 		$379K Sell
29
-293
-91% -$34.5K ﹤0.01% 2916
2018
Q2 		$3.17M Buy
322
+139
+76% +$12.7K 0.01% 818
2018
Q1 		$14K Buy
183
+114
+165% +$10.4K ﹤0.01% 3695
2017
Q4 		$13K Sell
69
-217
-76% -$20K ﹤0.01% 3668
2017
Q3 		$43K Buy
286
+206
+258% +$19.8K ﹤0.01% 2439
2017
Q2 		$13K Sell
80
-20
-20% -$1.86K ﹤0.01% 3728
2017
Q1 		$14K Buy
100
+64
+178% +$6.04K ﹤0.01% 3637
2016
Q4 		$2K Buy
+36
New +$3.01K ﹤0.01% 5035
2016
Q3 		– Sell
-19
Closed -$2K – 6042
2016
Q2 		$2K Buy
+19
New +$1.92K ﹤0.01% 4927

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Simplex Trading's HELE Position: Q1 2026 in Review

Simplex Trading opened a new position in Helen of Troy (HELE) in Q1 2026: 3,038 shares worth $43.8K. The stake represents ﹤0.01% of the portfolio and ranks #6022 among its holdings. This is a return to the name: Simplex Trading previously reported a position in HELE as recently as Q3 2022.

Simplex Trading first reported a position in HELE in Q4 2014 and has held it in 19 quarters since. The position peaked at $367K in Q4 2021. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Simplex Trading held 3,038 shares of Helen of Troy worth $43.8K as of Q1 2026.
  • Helen of Troy was a new Simplex Trading position in Q1 2026.
  • Helen of Troy made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6022 holding.
  • Simplex Trading first reported a position in Helen of Troy in Q4 2014 and has held it in 19 quarters since.
  • Simplex Trading's Helen of Troy position peaked at $367K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.