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Smartleaf Asset Management’s Helen of Troy HELE Stock Holding History

Smartleaf Asset Management’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 		$56 Sell
4
-22
-85% -$385 ﹤0.01% 3428
2025
Q4 		$553 Buy
+26
New +$530 ﹤0.01% 3254
2025
Q2 		– Sell
-87
Closed -$4.7K – 2833
2025
Q1 		$4.7K Buy
87
+40
+85% +$2.31K ﹤0.01% 2208
2024
Q4 		$2.79K Buy
47
+35
+292% +$2.33K ﹤0.01% 2439
2024
Q3 		$740 Buy
12
+10
+500% +$591 ﹤0.01% 2720
2024
Q2 		$188 Buy
+2
New +$203 ﹤0.01% 2685

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

Smartleaf Asset Management's HELE Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Helen of Troy (HELE) stake by 85% in Q1 2026, selling an estimated $385 and leaving 4 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

Smartleaf Asset Management first reported a position in HELE in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.7K in Q1 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Smartleaf Asset Management held 4 shares of Helen of Troy worth $56 as of Q1 2026.
  • Smartleaf Asset Management sold 22 Helen of Troy shares in Q1 2026, an estimated $385.
  • Helen of Troy made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3428 holding.
  • Smartleaf Asset Management first reported a position in Helen of Troy in Q2 2024 and has held it in 6 quarters since.
  • Smartleaf Asset Management's Helen of Troy position peaked at $4.7K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.