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Essential Partners’s Helix Energy Solutions HLX Stock Holding History

Essential 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 		$253 Sell
29
-32
-52% -$308 ﹤0.01% 2601
2026
Q1 		$603 Hold
61
– – ﹤0.01% 2381
2025
Q4 		$382 Sell
61
-69
-53% -$459 ﹤0.01% 2291
2025
Q3 		$853 Sell
130
-675
-84% -$4.25K ﹤0.01% 2068
2025
Q2 		$5.02K Buy
+805
New +$5.33K ﹤0.01% 1054

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

Essential Partners's HLX Position: Q2 2026 in Review

Essential Partners reduced its Helix Energy Solutions (HLX) stake by 52% in Q2 2026, selling an estimated $308 and leaving 29 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

Essential Partners first reported a position in HLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.02K in Q2 2025. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Essential Partners held 29 shares of Helix Energy Solutions worth $253 as of Q2 2026.
  • Essential Partners sold 32 Helix Energy Solutions shares in Q2 2026, an estimated $308.
  • Helix Energy Solutions made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2601 holding.
  • Essential Partners first reported a position in Helix Energy Solutions in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Helix Energy Solutions position peaked at $5.02K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

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