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Basecamp Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History

Basecamp Wealth Advisors’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 		$9.14K Buy
1,046
+189
+22% +$1.82K ﹤0.01% 1026
2026
Q1 		$8.48K Sell
857
-182
-18% -$1.55K ﹤0.01% 1063
2025
Q4 		$6.51K Buy
+1,039
New +$6.9K ﹤0.01% 1096

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

Basecamp Wealth Advisors's HLX Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Helix Energy Solutions (HLX) stake by 22% in Q2 2026, buying an estimated $1.82K and bringing the position to 1,046 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Basecamp Wealth Advisors first reported a position in HLX in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Basecamp Wealth Advisors held 1,046 shares of Helix Energy Solutions worth $9.14K as of Q2 2026.
  • Basecamp Wealth Advisors bought 189 Helix Energy Solutions shares in Q2 2026, an estimated $1.82K.
  • Helix Energy Solutions made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1026 holding.
  • Basecamp Wealth Advisors first reported a position in Helix Energy Solutions in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.