WAM
HELE icon

Weiss Asset Management’s Helen of Troy HELE Stock Holding History

Weiss Asset 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
Q1 		– Sell
-47,100
Closed -$1M – 639
2025
Q4 		$1M Buy
+47,100
New +$961K 0.01% 407

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Weiss Asset Management's HELE Position: Q1 2026 in Review

Weiss Asset Management sold out of Helen of Troy (HELE) in Q1 2026, closing a stake of 47,100 shares — an estimated $1M sold.

Weiss Asset Management first reported a position in HELE in Q4 2025 and held it in 1 quarter. The position peaked at $1M in Q4 2025. 187 funds tracked by Wall St. Rank hold HELE as of Q1 2026.

  • Weiss Asset Management reported no remaining Helen of Troy position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 47,100 Helen of Troy shares in Q1 2026, an estimated $1M.
  • Weiss Asset Management first reported a position in Helen of Troy in Q4 2025 and held it in 1 quarter.
  • Weiss Asset Management's Helen of Troy position peaked at $1M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.