William Blair Investment Management
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William Blair Investment Management’s Helen of Troy HELE Stock Holding History

William Blair 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
Q2 		– Sell
-423,910
Closed -$22.7M – 436
2025
Q1 		$22.7M Sell
423,910
-16,941
-4% -$979K 0.06% 275
2024
Q4 		$26.4M Buy
440,851
+8,597
+2% +$572K 0.06% 278
2024
Q3 		$26.7M Buy
432,254
+111,475
+35% +$6.59M 0.07% 264
2024
Q2 		$29.7M Buy
+320,779
New +$32.5M 0.08% 222
2022
Q3 		– Sell
-21,100
Closed -$3.43M – 400
2022
Q2 		$3.43M Sell
21,100
-417,280
-95% -$78.7M 0.01% 344
2022
Q1 		$85.9M Sell
438,380
-17,027
-4% -$3.59M 0.26% 114
2021
Q4 		$111M Sell
455,407
-330,882
-42% -$78.5M 0.3% 109
2021
Q3 		$177M Buy
786,289
+15,931
+2% +$3.65M 0.5% 67
2021
Q2 		$176M Sell
770,358
-126,168
-14% -$27.7M 0.55% 75
2021
Q1 		$189M Sell
896,526
-86,506
-9% -$19.5M 0.61% 66
2020
Q4 		$218M Buy
983,032
+72,590
+8% +$15M 0.73% 44
2020
Q3 		$176M Buy
910,442
+253,599
+39% +$50.4M 0.69% 54
2020
Q2 		$124M Buy
656,843
+604,890
+1,164% +$99M 0.5% 75
2020
Q1 		$7.48M Buy
+51,953
New +$8.8M 0.04% 252

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management's HELE Position: Q2 2025 in Review

William Blair Investment Management sold out of Helen of Troy (HELE) in Q2 2025, closing a stake of 423,910 shares — an estimated $22.7M sold.

William Blair Investment Management first reported a position in HELE in Q1 2020 and held it in 14 quarters. The position peaked at $218M in Q4 2020. 209 funds tracked by Wall St. Rank hold HELE as of Q2 2025.

  • William Blair Investment Management reported no remaining Helen of Troy position as of Q2 2025 after selling out during the quarter.
  • William Blair Investment Management sold 423,910 Helen of Troy shares in Q2 2025, an estimated $22.7M.
  • William Blair Investment Management first reported a position in Helen of Troy in Q1 2020 and held it in 14 quarters.
  • William Blair Investment Management's Helen of Troy position peaked at $218M in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.

Based on William Blair Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.