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Raffa Wealth Management’s Helix Energy Solutions HLX Stock Holding History

Raffa Wealth Management’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 		$743 Buy
+85
New +$817 ﹤0.01% 1106
2017
Q1 		– Sell
-60
Closed -$529 – 577
2016
Q4 		$529 Hold
60
– – ﹤0.01% 739
2016
Q3 		$488 Hold
60
– – ﹤0.01% 737
2016
Q2 		$406 Sell
60
-19
-24% -$137 ﹤0.01% 760
2016
Q1 		$442 Hold
79
– – ﹤0.01% 727
2015
Q4 		$416 Buy
+79
New +$458 ﹤0.01% 744

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

Raffa Wealth Management's HLX Position: Q2 2026 in Review

Raffa Wealth Management opened a new position in Helix Energy Solutions (HLX) in Q2 2026: 85 shares worth $743. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings. This is a return to the name: Raffa Wealth Management previously reported a position in HLX as recently as Q4 2016.

Raffa Wealth Management first reported a position in HLX in Q4 2015 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Raffa Wealth Management held 85 shares of Helix Energy Solutions worth $743 as of Q2 2026.
  • Helix Energy Solutions was a new Raffa Wealth Management position in Q2 2026.
  • Helix Energy Solutions made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1106 holding.
  • Raffa Wealth Management first reported a position in Helix Energy Solutions in Q4 2015 and has held it in 6 quarters since.
  • 261 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.