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 		$483K Buy
33,500
+15,800
+89% +$276K ﹤0.01% 3305
2025
Q4 		$376K Buy
17,700
+7,500
+74% +$153K ﹤0.01% 3593
2025
Q3 		$257K Buy
10,200
+1,100
+12% +$26.6K ﹤0.01% 4647
2025
Q2 		$258K Buy
9,100
+5,500
+153% +$169K ﹤0.01% 4232
2025
Q1 		$192K Sell
3,600
-26,600
-88% -$1.54M ﹤0.01% 4369
2024
Q4 		$1.81M Sell
30,200
-24,400
-45% -$1.62M ﹤0.01% 2284
2024
Q3 		$3.38M Sell
54,600
-16,200
-23% -$958K ﹤0.01% 1829
2024
Q2 		$6.57M Buy
70,800
+24,200
+52% +$2.45M ﹤0.01% 1266
2024
Q1 		$5.37M Sell
46,600
-18,400
-28% -$2.2M ﹤0.01% 1559
2023
Q4 		$7.85M Buy
65,000
+9,100
+16% +$981K 0.01% 1255
2023
Q3 		$6.51M Sell
55,900
-110,500
-66% -$13.8M 0.01% 1169
2023
Q2 		$18M Sell
166,400
-10,000
-6% -$957K 0.01% 632
2023
Q1 		$16.8M Buy
176,400
+132,000
+297% +$14.1M 0.01% 662
2022
Q4 		$4.92M Buy
44,400
+43,800
+7,300% +$4.26M 0.01% 1226
2022
Q3 		$57K Buy
+600
New +$77.1K ﹤0.01% 6260
2022
Q2 		– Sell
-300
Closed -$58K – 10395
2022
Q1 		$58K Buy
300
+100
+50% +$21.1K ﹤0.01% 6925
2021
Q4 		$48K Sell
200
-700
-78% -$166K ﹤0.01% 7314
2021
Q3 		$208K Hold
900
– – ﹤0.01% 5533
2021
Q2 		$205K Buy
900
+888
+7,400% +$195K ﹤0.01% 5643
2021
Q1 		$252K Buy
12
+3
+33% +$676 ﹤0.01% 4382
2020
Q4 		$199K Buy
9
+5
+125% +$1.03K ﹤0.01% 4608
2020
Q3 		$77K Sell
4
-59
-94% -$11.7K ﹤0.01% 5179
2020
Q2 		$1.19M Buy
63
+50
+385% +$8.18K ﹤0.01% 1991
2020
Q1 		$187K Sell
13
-12
-48% -$2.03K ﹤0.01% 3678
2019
Q4 		$449K Sell
25
-171
-87% -$27.4K ﹤0.01% 2856
2019
Q3 		$3.09M Buy
196
+182
+1,300% +$27K 0.01% 998
2019
Q2 		$182K Sell
14
-404
-97% -$52.9K ﹤0.01% 3551
2019
Q1 		$4.85M Buy
418
+346
+481% +$39.9K 0.01% 702
2018
Q4 		$944K Sell
72
-47
-39% -$6.17K ﹤0.01% 1683
2018
Q3 		$1.56M Buy
119
+64
+116% +$7.54K 0.01% 1460
2018
Q2 		$541K Sell
55
-69
-56% -$6.29K ﹤0.01% 2388
2018
Q1 		$14K Buy
124
+78
+170% +$7.1K ﹤0.01% 3696
2017
Q4 		$4K Buy
+46
New +$4.24K ﹤0.01% 4683
2017
Q1 		– Sell
-61
Closed -$12K – 6386
2016
Q4 		$12K Buy
61
+25
+69% +$2.09K ﹤0.01% 3555
2016
Q3 		$17K Sell
36
-12
-25% -$1.13K ﹤0.01% 3124
2016
Q2 		$8K Buy
+48
New +$4.84K ﹤0.01% 3798

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.