Wedge Capital Management
HELE icon

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

Wedge 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
Q3 		$1.84M Buy
67,038
+14,351
+27% +$406K 0.03% 349
2026
Q2 		$1.53M Buy
+52,687
New +$1.25M 0.03% 371
2023
Q1 		– Sell
-53,049
Closed -$5.88M – 437
2022
Q4 		$5.88M Sell
53,049
-15,498
-23% -$1.51M 0.09% 262
2022
Q3 		$6.61M Sell
68,547
-1,209
-2% -$155K 0.11% 223
2022
Q2 		$11.3M Sell
69,756
-11,814
-14% -$2.23M 0.18% 200
2022
Q1 		$16M Buy
81,570
+144
+0.2% +$30.3K 0.22% 180
2021
Q4 		$19.9M Sell
81,426
-6,481
-7% -$1.54M 0.25% 142
2021
Q3 		$19.8M Sell
87,907
-4,413
-5% -$1.01M 0.26% 155
2021
Q2 		$21.1M Sell
92,320
-7,365
-7% -$1.62M 0.26% 153
2021
Q1 		$21M Sell
99,685
-13,070
-12% -$2.95M 0.25% 151
2020
Q4 		$25.1M Sell
112,755
-15,125
-12% -$3.12M 0.29% 133
2020
Q3 		$24.7M Buy
127,880
+2,027
+2% +$403K 0.33% 119
2020
Q2 		$23.7M Buy
125,853
+53,608
+74% +$8.77M 0.33% 118
2020
Q1 		$10.4M Buy
+72,245
New +$12.2M 0.18% 162

Other funds holding HELE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wedge Capital Management's HELE Position: Q3 2026 in Review

Wedge Capital Management increased its Helen of Troy (HELE) stake by 27% in Q3 2026, buying an estimated $406K and bringing the position to 67,038 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #349.

Wedge Capital Management first reported a position in HELE in Q1 2020 and has held it in 14 quarters since. The position peaked at $25.1M in Q4 2020. 68 funds tracked by Wall St. Rank hold HELE as of Q3 2026.

  • Wedge Capital Management held 67,038 shares of Helen of Troy worth $1.84M as of Q3 2026.
  • Wedge Capital Management bought 14,351 Helen of Troy shares in Q3 2026, an estimated $406K.
  • Helen of Troy made up 0.03% of Wedge Capital Management's portfolio in Q3 2026, its #349 holding.
  • Wedge Capital Management first reported a position in Helen of Troy in Q1 2020 and has held it in 14 quarters since.
  • Wedge Capital Management's Helen of Troy position peaked at $25.1M in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.