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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wedge Capital Management opened a new position in Helen of Troy (HELE) in Q2 2026: 52,687 shares worth $1.53M. The stake represents 0.03% of the portfolio and ranks #371 among its holdings. This is a return to the name: Wedge Capital Management previously reported a position in HELE as recently as Q4 2022.

Wedge Capital Management first reported a position in HELE in Q1 2020 and has held it in 13 quarters since. The position peaked at $25.1M in Q4 2020. 201 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Wedge Capital Management held 52,687 shares of Helen of Troy worth $1.53M as of Q2 2026.
Helen of Troy was a new Wedge Capital Management position in Q2 2026.
Helen of Troy made up 0.03% of Wedge Capital Management's portfolio in Q2 2026, its #371 holding.
Wedge Capital Management first reported a position in Helen of Troy in Q1 2020 and has held it in 13 quarters since.
Wedge Capital Management's Helen of Troy position peaked at $25.1M in Q4 2020.
201 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.