SJS Investment Consulting’s Helen of Troy HELE Stock Holding History

SJS Investment Consulting’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	$4.71K	Buy	162 +147	+980%	+$3.48K	﹤0.01%	1410
2026 Q1	$217	Buy	+15	New	+$262	﹤0.01%	1964
2024 Q4	–	Sell	-1	Closed	-$62	–	1648
2024 Q3	$62	Sell	1 -4	-80%	-$237	﹤0.01%	1602
2024 Q2	$464	Hold	5	–	–	﹤0.01%	1316
2024 Q1	$577	Hold	5	–	–	﹤0.01%	1239
2023 Q4	$605	Sell	5 -1	-17%	-$108	﹤0.01%	1177
2023 Q3	$700	Buy	6 +1	+20%	+$125	﹤0.01%	1086
2023 Q2	$541	Sell	5 -1	-17%	-$96	﹤0.01%	1137
2023 Q1	$572	Hold	6	–	–	﹤0.01%	1106
2022 Q4	$665	Buy	6 +3	+100%	+$292	﹤0.01%	1133
2022 Q3	$0	Buy	+3	New	+$386	﹤0.01%	1241
2022 Q1	$0	Buy	+1	New	+$211	﹤0.01%	969

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

SJS Investment Consulting's HELE Position: Q2 2026 in Review

SJS Investment Consulting increased its Helen of Troy (HELE) stake by 980% in Q2 2026, buying an estimated $3.48K and bringing the position to 162 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

SJS Investment Consulting first reported a position in HELE in Q1 2022 and has held it in 12 quarters since. 74 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

SJS Investment Consulting held 162 shares of Helen of Troy worth $4.71K as of Q2 2026.
SJS Investment Consulting bought 147 Helen of Troy shares in Q2 2026, an estimated $3.48K.
Helen of Troy made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1410 holding.
SJS Investment Consulting first reported a position in Helen of Troy in Q1 2022 and has held it in 12 quarters since.
74 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.