Physician Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History

Physician Wealth Advisors’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	$1.01K	Hold	115	–	–	﹤0.01%	1834
2026 Q1	$1.14K	Hold	115	–	–	﹤0.01%	1608
2025 Q4	$722	Hold	115	–	–	﹤0.01%	1732
2025 Q3	$755	Hold	115	–	–	﹤0.01%	1705
2025 Q2	$718	Buy	+115	New	+$762	﹤0.01%	1593

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

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's HLX Position: Q2 2026 in Review

Physician Wealth Advisors held its Helix Energy Solutions (HLX) position steady in Q2 2026 at 115 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Physician Wealth Advisors first reported a position in HLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14K in Q1 2026. 36 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

Physician Wealth Advisors held 115 shares of Helix Energy Solutions worth $1.01K as of Q2 2026.
Physician Wealth Advisors left its Helix Energy Solutions share count unchanged in Q2 2026.
Helix Energy Solutions made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1834 holding.
Physician Wealth Advisors first reported a position in Helix Energy Solutions in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Helix Energy Solutions position peaked at $1.14K in Q1 2026.
36 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.