STOCK TITAN

Vanguard discloses 6.63% Helen of Troy (HELE) stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 1,526,957 shares of Helen of Troy Ltd common stock, representing 6.63% of the outstanding class. Vanguard has shared voting power over 232,166 shares and shared dispositive power over all 1,526,957 shares, with no sole voting or dispositive authority.

Vanguard explains that an internal realignment on January 12, 2026 shifted portfolio management and proxy voting away from The Vanguard Group, Inc., and it anticipates certain subsidiaries or business divisions will report ownership separately. The filing states the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Helen of Troy.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. As of that date, The Vanguard Group, Inc. no longer performs portfolio management services or administers proxy voting. In accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. anticipates that certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that currently have, or are deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:01/30/2026

FAQ

How much of Helen of Troy (HELE) stock does The Vanguard Group report owning?

The Vanguard Group reports beneficial ownership of 1,526,957 shares of Helen of Troy common stock, representing 6.63% of the class. This reflects shares held for its clients, with shared voting and dispositive power over the reported position.

What voting and dispositive power does Vanguard have over Helen of Troy (HELE) shares?

Vanguard reports shared voting power over 232,166 shares and shared dispositive power over 1,526,957 shares, with no sole voting or dispositive power. This means decisions are made jointly for those shares, primarily on behalf of its clients.

Did Vanguard’s Helen of Troy (HELE) position aim to influence control of the company?

Vanguard certifies the Helen of Troy shares were acquired and are held in the ordinary course of business. It states they were not acquired or held to change or influence control of the issuer, nor as part of any control-related transaction.

What internal realignment at The Vanguard Group affects this Helen of Troy (HELE) filing?

The filing notes that on January 12, 2026, The Vanguard Group, Inc. underwent an internal realignment and no longer performs portfolio management or proxy voting. Certain subsidiaries or business divisions are expected to report beneficial ownership separately on a disaggregated basis.

Who benefits economically from Vanguard’s Helen of Troy (HELE) holdings?

Vanguard states that its clients, including registered investment companies and other managed accounts, have the right to receive dividends and sale proceeds from the reported securities. It adds that no single other person’s interest exceeds 5% of the class.

Who signed The Vanguard Group’s Schedule 13G/A for Helen of Troy (HELE)?

The Schedule 13G/A was signed by Ashley Grim, identified as Head of Global Fund Administration, dated January 30, 2026. The signatory certifies that the information provided is true, complete, correct, and reflects ordinary-course investment holdings.
Helen Of Troy Ltd

NASDAQ:HELE

HELE Rankings

HELE Latest News

HELE Latest SEC Filings

HELE Stock Data

385.30M
22.75M
1.34%
106.3%
14.37%
Household & Personal Products
Electric Housewares & Fans
Link
United States
HAMILTON