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SummerHaven Investment Management’s Helen of Troy HELE Stock Holding History

SummerHaven Investment 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
Q2 		$825K Hold
28,366
– – 0.44% 117
2026
Q1 		$409K Sell
28,366
-7,121
-20% -$124K 0.25% 181
2025
Q4 		$754K Hold
35,487
– – 0.43% 147
2025
Q3 		$894K Buy
+35,487
New +$859K 0.52% 74

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

SummerHaven Investment Management's HELE Position: Q2 2026 in Review

SummerHaven Investment Management held its Helen of Troy (HELE) position steady in Q2 2026 at 28,366 shares worth $825K. The position accounts for 0.44% of the portfolio, ranked #117.

SummerHaven Investment Management first reported a position in HELE in Q3 2025 and has held it in 4 quarters since. The position peaked at $894K in Q3 2025. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • SummerHaven Investment Management held 28,366 shares of Helen of Troy worth $825K as of Q2 2026.
  • SummerHaven Investment Management left its Helen of Troy share count unchanged in Q2 2026.
  • Helen of Troy made up 0.44% of SummerHaven Investment Management's portfolio in Q2 2026, its #117 holding.
  • SummerHaven Investment Management first reported a position in Helen of Troy in Q3 2025 and has held it in 4 quarters since.
  • SummerHaven Investment Management's Helen of Troy position peaked at $894K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.