Victory Capital Management
HELE icon

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

Victory 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
2025
Q3 		– Sell
-81,053
Closed -$2.3M – 2472
2025
Q2 		$2.3M Buy
81,053
+74,632
+1,162% +$2.29M ﹤0.01% 1548
2025
Q1 		$343K Buy
6,421
+198
+3% +$11.4K ﹤0.01% 2115
2024
Q4 		$372K Sell
6,223
-1,208
-16% -$80.3K ﹤0.01% 2104
2024
Q3 		$460K Sell
7,431
-962
-11% -$56.9K ﹤0.01% 2033
2024
Q2 		$778K Buy
8,393
+1,026
+14% +$104K ﹤0.01% 1806
2024
Q1 		$849K Buy
7,367
+431
+6% +$51.5K ﹤0.01% 1813
2023
Q4 		$838K Sell
6,936
-238,927
-97% -$25.7M ﹤0.01% 1797
2023
Q3 		$28.7M Sell
245,863
-76,486
-24% -$9.52M 0.03% 617
2023
Q2 		$34.8M Sell
322,349
-116,278
-27% -$11.1M 0.04% 547
2023
Q1 		$41.7M Sell
438,627
-779
-0.2% -$83.4K 0.05% 502
2022
Q4 		$48.7M Buy
439,406
+6,653
+2% +$648K 0.06% 452
2022
Q3 		$41.7M Buy
432,753
+146,640
+51% +$18.8M 0.05% 531
2022
Q2 		$46.5M Sell
286,113
-415
-0.1% -$78.2K 0.05% 500
2022
Q1 		$56.2M Sell
286,528
-63,016
-18% -$13.3M 0.06% 477
2021
Q4 		$85.5M Sell
349,544
-45,628
-12% -$10.8M 0.08% 345
2021
Q3 		$88.8M Sell
395,172
-45,293
-10% -$10.4M 0.09% 318
2021
Q2 		$100M Buy
440,465
+11,321
+3% +$2.49M 0.1% 267
2021
Q1 		$90.4M Buy
429,144
+106,348
+33% +$24M 0.09% 296
2020
Q4 		$71.7M Sell
322,796
-76,995
-19% -$15.9M 0.08% 373
2020
Q3 		$77.4M Sell
399,791
-73,905
-16% -$14.7M 0.1% 276
2020
Q2 		$89.3M Sell
473,696
-508,738
-52% -$83.3M 0.12% 229
2020
Q1 		$142M Buy
982,434
+386,841
+65% +$65.5M 0.12% 244
2019
Q4 		$107M Sell
595,593
-44,347
-7% -$7.11M 0.13% 217
2019
Q3 		$101M Buy
639,940
+14,083
+2% +$2.09M 0.13% 210
2019
Q2 		$81.7M Sell
625,857
-44,712
-7% -$5.85M 0.16% 163
2019
Q1 		$77.8M Buy
670,569
+407,141
+155% +$46.9M 0.18% 144
2018
Q4 		$34.6M Sell
263,428
-129,575
-33% -$17M 0.09% 379
2018
Q3 		$51.4M Buy
393,003
+240,272
+157% +$28.3M 0.11% 306
2018
Q2 		$15M Buy
+152,731
New +$13.9M 0.03% 675
2018
Q1 		– Sell
-2,526
Closed -$243K – 1861
2017
Q4 		$243K Buy
2,526
+219
+9% +$20.2K ﹤0.01% 1483
2017
Q3 		$224K Buy
2,307
+341
+17% +$32.8K ﹤0.01% 1477
2017
Q2 		$185K Buy
1,966
+295
+18% +$27.5K ﹤0.01% 1481
2017
Q1 		$157K Buy
1,671
+256
+18% +$24.2K ﹤0.01% 1477
2016
Q4 		$119K Sell
1,415
-36
-2% -$3.01K ﹤0.01% 1506
2016
Q3 		$125K Buy
1,451
+587
+68% +$55K ﹤0.01% 1447
2016
Q2 		$89K Buy
864
+376
+77% +$37.9K ﹤0.01% 1341
2016
Q1 		$51K Buy
+488
New +$45.6K ﹤0.01% 1369
2014
Q3 		– Sell
-313,657
Closed -$19M – 903
2014
Q2 		$19M Sell
313,657
-116,051
-27% -$7.22M 0.13% 251
2014
Q1 		$29.7M Sell
429,708
-120,759
-22% -$7.34M 0.2% 180
2013
Q4 		$27.3M Buy
+550,467
New +$25.8M 0.19% 193

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Victory Capital Management's HELE Position: Q3 2025 in Review

Victory Capital Management sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 81,053 shares — an estimated $2.3M sold.

Victory Capital Management first reported a position in HELE in Q4 2013 and held it in 40 quarters. The position peaked at $142M in Q1 2020. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Victory Capital Management reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Victory Capital Management sold 81,053 Helen of Troy shares in Q3 2025, an estimated $2.3M.
  • Victory Capital Management first reported a position in Helen of Troy in Q4 2013 and held it in 40 quarters.
  • Victory Capital Management's Helen of Troy position peaked at $142M in Q1 2020.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Victory Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.