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Summit Securities Group’s Helen of Troy HELE Stock Holding History

Summit Securities Group’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 		$2.6K Sell
180
-508
-74% -$8.88K ﹤0.01% 907
2025
Q4 		$14.6K Buy
+688
New +$14K ﹤0.01% 852
2025
Q3 		– Sell
-2,387
Closed -$67.7K – 1187
2025
Q2 		$67.7K Buy
+2,387
New +$73.3K 0.02% 437
2025
Q1 		– Sell
-187
Closed -$11.2K – 932
2024
Q4 		$11.2K Buy
+187
New +$12.4K ﹤0.01% 437
2023
Q2 		– Sell
-5
Closed – – 989
2023
Q1 		$0 Buy
5
+4
+400% +$428 ﹤0.01% 1041
2022
Q4 		$0 Buy
+1
New +$97 ﹤0.01% 1255
2016
Q3 		– Sell
-4,088
Closed -$420K – 218
2016
Q2 		$420K Buy
+4,088
New +$413K 0.23% 105

Other funds holding HELE

BlackRock
BlackRock New York $5.7T 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 $127B 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 $2.17B AUM 0.03% 1-Year Est. Return