Winton Group’s Helen of Troy HELE Stock Holding History

Winton Group’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	$247K	Buy	+8,500	New	+$201K	0.01%	948
2025 Q1	–	Sell	-29,149	Closed	-$1.74M	–	722
2024 Q4	$1.74M	Sell	29,149 -27,884	-49%	-$1.85M	0.12%	159
2024 Q3	$3.53M	Buy	+57,033	New	+$3.37M	0.25%	101
2021 Q3	–	Sell	-1,882	Closed	-$429K	–	1394
2021 Q2	$429K	Buy	+1,882	New	+$414K	0.02%	999
2020 Q1	–	Sell	-7,404	Closed	-$1.33M	–	1458
2019 Q4	$1.33M	Buy	7,404 +5,940	+406%	+$953K	0.02%	954
2019 Q3	$231K	Sell	1,464 -31,270	-96%	-$4.65M	﹤0.01%	1358
2019 Q2	$4.28M	Buy	32,734 +28,428	+660%	+$3.72M	0.08%	224
2019 Q1	$499K	Buy	4,306 +613	+17%	+$70.7K	0.01%	587
2018 Q4	$484K	Buy	+3,693	New	+$485K	0.01%	496
2017 Q3	–	Sell	-9,235	Closed	-$869K	–	657
2017 Q2	$869K	Buy	+9,235	New	+$860K	0.03%	385

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

Winton Group's HELE Position: Q2 2026 in Review

Winton Group opened a new position in Helen of Troy (HELE) in Q2 2026: 8,500 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Winton Group previously reported a position in HELE as recently as Q4 2024.

Winton Group first reported a position in HELE in Q2 2017 and has held it in 10 quarters since. The position peaked at $4.28M in Q2 2019. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

Winton Group held 8,500 shares of Helen of Troy worth $247K as of Q2 2026.
Helen of Troy was a new Winton Group position in Q2 2026.
Helen of Troy made up 0.01% of Winton Group's portfolio in Q2 2026, its #948 holding.
Winton Group first reported a position in Helen of Troy in Q2 2017 and has held it in 10 quarters since.
Winton Group's Helen of Troy position peaked at $4.28M in Q2 2019.
200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.