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Woodline Partners’s Helen of Troy HELE Stock Holding History

Woodline Partners’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 		$10.7M Buy
+367,060
New +$8.68M 0.03% 518
2025
Q1 		– Sell
-72,180
Closed -$4.32M – 954
2024
Q4 		$4.32M Buy
+72,180
New +$4.8M 0.03% 515

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Woodline Partners's HELE Position: Q2 2026 in Review

Woodline Partners opened a new position in Helen of Troy (HELE) in Q2 2026: 367,060 shares worth $10.7M. The stake represents 0.03% of the portfolio and ranks #518 among its holdings. This is a return to the name: Woodline Partners previously reported a position in HELE as recently as Q4 2024.

Woodline Partners first reported a position in HELE in Q4 2024 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Woodline Partners held 367,060 shares of Helen of Troy worth $10.7M as of Q2 2026.
  • Helen of Troy was a new Woodline Partners position in Q2 2026.
  • Helen of Troy made up 0.03% of Woodline Partners's portfolio in Q2 2026, its #518 holding.
  • Woodline Partners first reported a position in Helen of Troy in Q4 2024 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.