SN
HELE icon

Sittner & Nelson’s Helen of Troy HELE Stock Holding History

Sittner & Nelson’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 		$577 Hold
40
– – ﹤0.01% 548
2025
Q4 		$751 Hold
40
– – ﹤0.01% 508
2025
Q3 		$1.01K Hold
40
– – ﹤0.01% 464
2025
Q2 		$1.14K Hold
40
– – ﹤0.01% 471
2025
Q1 		$2.14K Hold
40
– – ﹤0.01% 438
2024
Q4 		$2.39K Hold
40
– – ﹤0.01% 408
2024
Q3 		$2.47K Hold
40
– – ﹤0.01% 400
2024
Q2 		$3.71K Hold
40
– – ﹤0.01% 400
2024
Q1 		$4.61K Hold
40
– – ﹤0.01% 395
2023
Q4 		$4.83K Hold
40
– – ﹤0.01% 388
2023
Q3 		$4.66K Hold
40
– – ﹤0.01% 390
2023
Q2 		$4.32K Hold
40
– – ﹤0.01% 410
2023
Q1 		$3.81K Hold
40
– – ﹤0.01% 429
2022
Q4 		$4.44K Buy
+40
New +$3.89K ﹤0.01% 392

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

Sittner & Nelson's HELE Position: Q1 2026 in Review

Sittner & Nelson held its Helen of Troy (HELE) position steady in Q1 2026 at 40 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Sittner & Nelson first reported a position in HELE in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.83K in Q4 2023. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Sittner & Nelson held 40 shares of Helen of Troy worth $577 as of Q1 2026.
  • Sittner & Nelson left its Helen of Troy share count unchanged in Q1 2026.
  • Helen of Troy made up ﹤0.01% of Sittner & Nelson's portfolio in Q1 2026, its #548 holding.
  • Sittner & Nelson first reported a position in Helen of Troy in Q4 2022 and has held it in 14 quarters since.
  • Sittner & Nelson's Helen of Troy position peaked at $4.83K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.