CMA
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Cedar Mountain Advisors’s Helix Energy Solutions HLX Stock Holding History

Cedar Mountain 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 		$245 Hold
28
– – ﹤0.01% 1110
2026
Q1 		$277 Hold
28
– – ﹤0.01% 1076
2025
Q4 		$176 Hold
28
– – ﹤0.01% 682
2025
Q3 		$184 Buy
+28
New +$176 ﹤0.01% 650

Other funds holding HLX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Cedar Mountain Advisors's HLX Position: Q2 2026 in Review

Cedar Mountain Advisors held its Helix Energy Solutions (HLX) position steady in Q2 2026 at 28 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Cedar Mountain Advisors first reported a position in HLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $277 in Q1 2026. 24 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Cedar Mountain Advisors held 28 shares of Helix Energy Solutions worth $245 as of Q2 2026.
  • Cedar Mountain Advisors left its Helix Energy Solutions share count unchanged in Q2 2026.
  • Helix Energy Solutions made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1110 holding.
  • Cedar Mountain Advisors first reported a position in Helix Energy Solutions in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Helix Energy Solutions position peaked at $277 in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.