Fortitude Family Office’s Helix Energy Solutions HLX Stock Holding History

Fortitude Family Office’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	$52	Buy	+6	New	+$58	﹤0.01%	2204
2025 Q2	–	Sell	-405	Closed	-$3.37K	–	2070
2025 Q1	$3.37K	Hold	405	–	–	﹤0.01%	825
2024 Q4	$3.77K	Hold	405	–	–	﹤0.01%	909
2024 Q3	$4.5K	Hold	405	–	–	﹤0.01%	820
2024 Q2	$4.84K	Hold	405	–	–	﹤0.01%	602
2024 Q1	$4.39K	Hold	405	–	–	﹤0.01%	665
2023 Q4	$4.16K	Buy	+405	New	+$4.02K	﹤0.01%	748

Other funds holding HLX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Fortitude Family Office's HLX Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Helix Energy Solutions (HLX) in Q2 2026: 6 shares worth $52. The stake represents ﹤0.01% of the portfolio and ranks #2204 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in HLX as recently as Q1 2025.

Fortitude Family Office first reported a position in HLX in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.84K in Q2 2024. 44 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

Fortitude Family Office held 6 shares of Helix Energy Solutions worth $52 as of Q2 2026.
Helix Energy Solutions was a new Fortitude Family Office position in Q2 2026.
Helix Energy Solutions made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2204 holding.
Fortitude Family Office first reported a position in Helix Energy Solutions in Q4 2023 and has held it in 7 quarters since.
Fortitude Family Office's Helix Energy Solutions position peaked at $4.84K in Q2 2024.
44 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.