Voloridge Investment Management
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Voloridge Investment Management’s Helen of Troy HELE Stock Holding History

Voloridge Investment 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
-16,955
Closed -$481K – 1258
2025
Q2 		$481K Sell
16,955
-143,841
-89% -$4.42M ﹤0.01% 1087
2025
Q1 		$8.6M Buy
160,796
+50,245
+45% +$2.9M 0.03% 606
2024
Q4 		$6.61M Sell
110,551
-227,575
-67% -$15.1M 0.02% 693
2024
Q3 		$20.9M Buy
338,126
+335,884
+14,981% +$19.9M 0.08% 360
2024
Q2 		$208K Sell
2,242
-5,059
-69% -$513K ﹤0.01% 1172
2024
Q1 		$841K Sell
7,301
-19,411
-73% -$2.32M ﹤0.01% 989
2023
Q4 		$3.23M Sell
26,712
-2,285
-8% -$246K 0.01% 716
2023
Q3 		$3.38M Sell
28,997
-141,031
-83% -$17.6M 0.02% 774
2023
Q2 		$18.4M Buy
170,028
+114,479
+206% +$11M 0.09% 310
2023
Q1 		$5.29M Buy
55,549
+759
+1% +$81.2K 0.03% 651
2022
Q4 		$6.08M Sell
54,790
-2,043
-4% -$199K 0.03% 581
2022
Q3 		$5.48M Buy
56,833
+37,241
+190% +$4.79M 0.03% 629
2022
Q2 		$3.18M Buy
+19,592
New +$3.69M 0.02% 849
2022
Q1 		– Sell
-4,151
Closed -$1.01M – 1510
2021
Q4 		$1.01M Sell
4,151
-1,563
-27% -$371K 0.01% 1259
2021
Q3 		$1.28M Sell
5,714
-31,544
-85% -$7.22M 0.01% 1198
2021
Q2 		$8.5M Buy
37,258
+35,156
+1,673% +$7.73M 0.06% 462
2021
Q1 		$443K Buy
+2,102
New +$474K ﹤0.01% 1203
2020
Q4 		– Sell
-6,258
Closed -$1.21M – 1422
2020
Q3 		$1.21M Buy
+6,258
New +$1.24M 0.01% 873
2020
Q1 		– Sell
-26,556
Closed -$4.78M – 1216
2019
Q4 		$4.78M Buy
26,556
+5,211
+24% +$836K 0.09% 279
2019
Q3 		$3.37M Buy
21,345
+4,909
+30% +$730K 0.06% 332
2019
Q2 		$2.15M Buy
16,436
+7,579
+86% +$992K 0.06% 313
2019
Q1 		$1.03M Sell
8,857
-2,195
-20% -$253K 0.03% 463
2018
Q4 		$1.45M Buy
+11,052
New +$1.45M 0.07% 227

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

Voloridge Investment Management's HELE Position: Q3 2025 in Review

Voloridge Investment Management sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 16,955 shares — an estimated $481K sold.

Voloridge Investment Management first reported a position in HELE in Q4 2018 and held it in 23 quarters. The position peaked at $20.9M in Q3 2024. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Voloridge Investment Management reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 16,955 Helen of Troy shares in Q3 2025, an estimated $481K.
  • Voloridge Investment Management first reported a position in Helen of Troy in Q4 2018 and held it in 23 quarters.
  • Voloridge Investment Management's Helen of Troy position peaked at $20.9M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Voloridge Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.