Integrated Wealth Concepts’s Helix Energy Solutions HLX Stock Holding History

Integrated Wealth Concepts’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	$6.24K	Buy	+714	New	+$6.87K	﹤0.01%	4850

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

Integrated Wealth Concepts's HLX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Helix Energy Solutions (HLX) in Q2 2026: 714 shares worth $6.24K. The stake represents ﹤0.01% of the portfolio and ranks #4850 among its holdings.

285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

Integrated Wealth Concepts held 714 shares of Helix Energy Solutions worth $6.24K as of Q2 2026.
Helix Energy Solutions was a new Integrated Wealth Concepts position in Q2 2026.
Helix Energy Solutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4850 holding.
285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.