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Arax Advisory Partners’s Helix Energy Solutions HLX Stock Holding History

Arax Advisory Partners’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.2K Buy
4,943
+921
+23% +$8.86K ﹤0.01% 3395
2026
Q1 		$39.8K Buy
4,022
+303
+8% +$2.58K ﹤0.01% 1776
2025
Q4 		$23.3K Sell
3,719
-3,647
-50% -$24.2K ﹤0.01% 2027
2025
Q3 		$48.3K Buy
7,366
+6,860
+1,356% +$43.2K ﹤0.01% 1849
2025
Q2 		$3.16K Buy
+506
New +$3.35K ﹤0.01% 2404
2025
Q1 		– Sell
-6,324
Closed -$58.9K – 2846
2024
Q4 		$58.9K Hold
6,324
– – ﹤0.01% 853
2024
Q3 		$70.2K Hold
6,324
– – 0.01% 596
2024
Q2 		$75.5K Buy
+6,324
New +$70.5K 0.01% 535

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arax Advisory Partners's HLX Position: Q2 2026 in Review

Arax Advisory Partners increased its Helix Energy Solutions (HLX) stake by 23% in Q2 2026, buying an estimated $8.86K and bringing the position to 4,943 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

Arax Advisory Partners first reported a position in HLX in Q2 2024 and has held it in 8 quarters since. The position peaked at $75.5K in Q2 2024. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Arax Advisory Partners held 4,943 shares of Helix Energy Solutions worth $43.2K as of Q2 2026.
  • Arax Advisory Partners bought 921 Helix Energy Solutions shares in Q2 2026, an estimated $8.86K.
  • Helix Energy Solutions made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3395 holding.
  • Arax Advisory Partners first reported a position in Helix Energy Solutions in Q2 2024 and has held it in 8 quarters since.
  • Arax Advisory Partners's Helix Energy Solutions position peaked at $75.5K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.