Cresset Asset Management’s Helix Energy Solutions HLX Stock Holding History

Cresset Asset Management’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	$725K	Sell	82,951 -101,976	-55%	-$981K	﹤0.01%	1029
2026 Q1	$1.83M	Buy	184,927 +122	+0.1%	+$1.04K	0.01%	585
2025 Q4	$1.16M	Buy	184,805 +227	+0.1%	+$1.51K	﹤0.01%	741
2025 Q3	$1.21M	Buy	184,578 +9,249	+5%	+$58.2K	0.01%	677
2025 Q2	$1.09M	Buy	175,329 +164,426	+1,508%	+$1.09M	0.01%	663
2025 Q1	$90.6K	Buy	+10,903	New	+$91.8K	﹤0.01%	1626
2019 Q2	–	Sell	-386	Closed	-$3K	–	986
2019 Q1	$3K	Buy	386 +15	+4%	+$107	﹤0.01%	1515
2018 Q4	$2K	Buy	+371	New	+$3.02K	﹤0.01%	1314

Other funds holding HLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cresset Asset Management's HLX Position: Q2 2026 in Review

Cresset Asset Management reduced its Helix Energy Solutions (HLX) stake by 55% in Q2 2026, selling an estimated $981K and leaving 82,951 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Cresset Asset Management first reported a position in HLX in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.83M in Q1 2026. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

Cresset Asset Management held 82,951 shares of Helix Energy Solutions worth $725K as of Q2 2026.
Cresset Asset Management sold 101,976 Helix Energy Solutions shares in Q2 2026, an estimated $981K.
Helix Energy Solutions made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1029 holding.
Cresset Asset Management first reported a position in Helix Energy Solutions in Q4 2018 and has held it in 8 quarters since.
Cresset Asset Management's Helix Energy Solutions position peaked at $1.83M in Q1 2026.
285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.