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Larson Financial Group’s Helix Energy Solutions HLX Stock Holding History

Larson Financial Group’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 		$2.67K Buy
305
+153
+101% +$1.47K ﹤0.01% 3028
2026
Q1 		$1.5K Buy
152
+88
+138% +$749 ﹤0.01% 3047
2025
Q4 		$401 Buy
64
+34
+113% +$226 ﹤0.01% 3163
2025
Q3 		$197 Sell
30
-667
-96% -$4.2K ﹤0.01% 3264
2025
Q2 		$4.35K Buy
697
+684
+5,262% +$4.53K ﹤0.01% 2121
2025
Q1 		$108 Hold
13
– – ﹤0.01% 2899
2024
Q4 		$121 Sell
13
-6
-32% -$60 ﹤0.01% 2561
2024
Q3 		$211 Buy
19
+6
+46% +$66 ﹤0.01% 2355
2024
Q2 		$155 Buy
+13
New +$145 ﹤0.01% 2140

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

Larson Financial Group's HLX Position: Q2 2026 in Review

Larson Financial Group increased its Helix Energy Solutions (HLX) stake by 101% in Q2 2026, buying an estimated $1.47K and bringing the position to 305 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

Larson Financial Group first reported a position in HLX in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.35K in Q2 2025. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Larson Financial Group held 305 shares of Helix Energy Solutions worth $2.67K as of Q2 2026.
  • Larson Financial Group bought 153 Helix Energy Solutions shares in Q2 2026, an estimated $1.47K.
  • Helix Energy Solutions made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3028 holding.
  • Larson Financial Group first reported a position in Helix Energy Solutions in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Helix Energy Solutions position peaked at $4.35K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.