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Tidal Investments’s Helen of Troy HELE Stock Holding History

Tidal Investments’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
2025
Q4 		– Sell
-8,086
Closed -$204K – 2214
2025
Q3 		$204K Sell
8,086
-436
-5% -$10.6K ﹤0.01% 1932
2025
Q2 		$242K Buy
8,522
+3,649
+75% +$112K ﹤0.01% 1707
2025
Q1 		$261K Sell
4,873
-405
-8% -$23.4K ﹤0.01% 1590
2024
Q4 		$316K Sell
5,278
-261
-5% -$17.4K ﹤0.01% 1571
2024
Q3 		$343K Sell
5,539
-3,664
-40% -$217K ﹤0.01% 1544
2024
Q2 		$853K Buy
9,203
+5,157
+127% +$522K 0.01% 978
2024
Q1 		$466K Buy
4,046
+6
+0.1% +$717 0.01% 1214
2023
Q4 		$488K Buy
4,040
+90
+2% +$9.7K 0.01% 950
2023
Q3 		$460K Buy
+3,950
New +$492K 0.01% 871

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments's HELE Position: Q4 2025 in Review

Tidal Investments sold out of Helen of Troy (HELE) in Q4 2025, closing a stake of 8,086 shares — an estimated $204K sold.

Tidal Investments first reported a position in HELE in Q3 2023 and held it in 9 quarters. The position peaked at $853K in Q2 2024. 193 funds tracked by Wall St. Rank hold HELE as of Q4 2025.

  • Tidal Investments reported no remaining Helen of Troy position as of Q4 2025 after selling out during the quarter.
  • Tidal Investments sold 8,086 Helen of Troy shares in Q4 2025, an estimated $204K.
  • Tidal Investments first reported a position in Helen of Troy in Q3 2023 and held it in 9 quarters.
  • Tidal Investments's Helen of Troy position peaked at $853K in Q2 2024.
  • 193 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2025.

Based on Tidal Investments's 13F filing for Q4 2025, filed 13 Feb 2026.