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Susquehanna Portfolio Strategies’s Helen of Troy HELE Stock Holding History

Susquehanna Portfolio Strategies’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 		$1.69M Sell
58,013
-22,942
-28% -$543K 0.03% 469
2026
Q1 		$1.17M Sell
80,955
-22,030
-21% -$385K 0.02% 606
2025
Q4 		$2.19M Buy
102,985
+21,143
+26% +$431K 0.03% 482
2025
Q3 		$2.06M Buy
81,842
+43,637
+114% +$1.06M 0.03% 510
2025
Q2 		$1.08M Buy
+38,205
New +$1.17M 0.02% 489

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

Susquehanna Portfolio Strategies's HELE Position: Q2 2026 in Review

Susquehanna Portfolio Strategies reduced its Helen of Troy (HELE) stake by 28% in Q2 2026, selling an estimated $543K and leaving 58,013 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #469.

Susquehanna Portfolio Strategies first reported a position in HELE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.19M in Q4 2025. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Susquehanna Portfolio Strategies held 58,013 shares of Helen of Troy worth $1.69M as of Q2 2026.
  • Susquehanna Portfolio Strategies sold 22,942 Helen of Troy shares in Q2 2026, an estimated $543K.
  • Helen of Troy made up 0.03% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #469 holding.
  • Susquehanna Portfolio Strategies first reported a position in Helen of Troy in Q2 2025 and has held it in 5 quarters since.
  • Susquehanna Portfolio Strategies's Helen of Troy position peaked at $2.19M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.