Vanguard Capital Management
HELE icon

Vanguard Capital Management’s Helen of Troy HELE Stock Holding History

Vanguard Capital 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 		$28.9M Sell
993,527
-13,337
-1% -$315K ﹤0.01% 2246
2026
Q1 		$14.5M Buy
+1,006,864
New +$17.6M ﹤0.01% 2519

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
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management's HELE Position: Q2 2026 in Review

Vanguard Capital Management reduced its Helen of Troy (HELE) stake by 1.3% in Q2 2026, selling an estimated $315K and leaving 993,527 shares worth $28.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Vanguard Capital Management first reported a position in HELE in Q1 2026 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Vanguard Capital Management held 993,527 shares of Helen of Troy worth $28.9M as of Q2 2026.
  • Vanguard Capital Management sold 13,337 Helen of Troy shares in Q2 2026, an estimated $315K.
  • Helen of Troy made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2246 holding.
  • Vanguard Capital Management first reported a position in Helen of Troy in Q1 2026 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.