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UMB Bank’s Helen of Troy HELE Stock Holding History

UMB Bank’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 		– Sell
-27
Closed -$574 – 2319
2025
Q4 		$574 Sell
27
-14
-34% -$286 ﹤0.01% 2242
2025
Q3 		$1.03K Sell
41
-26
-39% -$630 ﹤0.01% 2095
2025
Q2 		$1.9K Buy
67
+7
+12% +$215 ﹤0.01% 2011
2025
Q1 		$3.21K Sell
60
-1
-2% -$58 ﹤0.01% 1880
2024
Q4 		$3.65K Buy
61
+10
+20% +$665 ﹤0.01% 1806
2024
Q3 		$3.15K Buy
51
+35
+219% +$2.07K ﹤0.01% 1867
2024
Q2 		$1.48K Buy
16
+9
+129% +$912 ﹤0.01% 1871
2024
Q1 		$807 Buy
+7
New +$836 ﹤0.01% 1846
2022
Q3 		– Sell
-83
Closed -$14K – 1850
2022
Q2 		$14K Sell
83
-4
-5% -$754 ﹤0.01% 1285
2022
Q1 		$17K Hold
87
– – ﹤0.01% 1309
2021
Q4 		$21K Buy
+87
New +$20.6K ﹤0.01% 1258

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

UMB Bank's HELE Position: Q1 2026 in Review

UMB Bank sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 27 shares — an estimated $574 sold.

UMB Bank first reported a position in HELE in Q4 2021 and held it in 11 quarters. The position peaked at $21K in Q4 2021. 188 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • UMB Bank reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • UMB Bank sold 27 Helen of Troy shares in Q1 2026, an estimated $574.
  • UMB Bank first reported a position in Helen of Troy in Q4 2021 and held it in 11 quarters.
  • UMB Bank's Helen of Troy position peaked at $21K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.