MPWT
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MassMutual Private Wealth & Trust’s Helix Energy Solutions HLX Stock Holding History

MassMutual Private Wealth & Trust’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 		$14.3K Hold
1,636
– – ﹤0.01% 1245
2026
Q1 		$16.2K Buy
1,636
+367
+29% +$3.12K ﹤0.01% 1168
2025
Q4 		$7.96K Buy
1,269
+75
+6% +$498 ﹤0.01% 1489
2025
Q3 		$7.83K Buy
1,194
+756
+173% +$4.76K ﹤0.01% 1497
2025
Q2 		$2.73K Sell
438
-293
-40% -$1.94K ﹤0.01% 1861
2025
Q1 		$6.08K Buy
731
+479
+190% +$4.04K ﹤0.01% 1510
2024
Q4 		$2.35K Buy
252
+127
+102% +$1.28K ﹤0.01% 1785
2024
Q3 		$1.39K Sell
125
-251
-67% -$2.76K ﹤0.01% 1756
2024
Q2 		$4.49K Buy
376
+221
+143% +$2.46K ﹤0.01% 1354
2024
Q1 		$1.68K Sell
155
-93
-38% -$905 ﹤0.01% 1590
2023
Q4 		$2.55K Buy
248
+123
+98% +$1.22K ﹤0.01% 1429
2023
Q3 		$1.4K Hold
125
– – ﹤0.01% 1597
2023
Q2 		$923 Hold
125
– – ﹤0.01% 1678
2023
Q1 		$968 Hold
125
– – ﹤0.01% 1585
2022
Q4 		$1K Hold
125
– – ﹤0.01% 1462
2022
Q3 		$0 Buy
+125
New +$474 ﹤0.01% 1701

Other funds holding HLX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return