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State of Wyoming’s Helen of Troy HELE Stock Holding History

State of Wyoming’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 		$86.7K Buy
+2,981
New +$70.5K 0.01% 1438
2025
Q4 		– Sell
-90
Closed -$2.27K – 1938
2025
Q3 		$2.27K Sell
90
-1,059
-92% -$25.6K ﹤0.01% 1794
2025
Q2 		$32.6K Sell
1,149
-787
-41% -$24.2K ﹤0.01% 1650
2025
Q1 		$104K Buy
1,936
+1,122
+138% +$64.8K 0.01% 1181
2024
Q4 		$48.7K Sell
814
-905
-53% -$60.2K 0.01% 1442
2024
Q3 		$106K Buy
1,719
+131
+8% +$7.75K 0.02% 1083
2024
Q2 		$147K Buy
1,588
+385
+32% +$39K 0.02% 792
2024
Q1 		$139K Buy
1,203
+14
+1% +$1.67K 0.02% 809
2023
Q4 		$144K Buy
1,189
+129
+12% +$13.9K 0.03% 769
2023
Q3 		$124K Buy
1,060
+362
+52% +$45.1K 0.03% 742
2023
Q2 		$75.4K Buy
698
+153
+28% +$14.6K 0.02% 977
2023
Q1 		$51.9K Sell
545
-208
-28% -$22.3K 0.02% 1104
2022
Q4 		$83.5K Sell
753
-8
-1% -$779 0.03% 864
2022
Q3 		$73K Sell
761
-110
-13% -$14.1K 0.04% 821
2022
Q2 		$141K Sell
871
-638
-42% -$120K 0.09% 286
2022
Q1 		$296K Buy
1,509
+58
+4% +$12.2K 0.15% 87
2021
Q4 		$354K Sell
1,451
-68
-4% -$16.1K 0.16% 74
2021
Q3 		$341K Sell
1,519
-121
-7% -$27.7K 0.22% 68
2021
Q2 		$374K Buy
1,640
+1,638
+81,900% +$360K 0.24% 59
2021
Q1 		$0 Buy
+2
New +$451 ﹤0.01% 522

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State of Wyoming's HELE Position: Q2 2026 in Review

State of Wyoming opened a new position in Helen of Troy (HELE) in Q2 2026: 2,981 shares worth $86.7K. The stake represents 0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: State of Wyoming previously reported a position in HELE as recently as Q3 2025.

State of Wyoming first reported a position in HELE in Q1 2021 and has held it in 20 quarters since. The position peaked at $374K in Q2 2021. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • State of Wyoming held 2,981 shares of Helen of Troy worth $86.7K as of Q2 2026.
  • Helen of Troy was a new State of Wyoming position in Q2 2026.
  • Helen of Troy made up 0.01% of State of Wyoming's portfolio in Q2 2026, its #1438 holding.
  • State of Wyoming first reported a position in Helen of Troy in Q1 2021 and has held it in 20 quarters since.
  • State of Wyoming's Helen of Troy position peaked at $374K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.