Rothschild Investment LLC’s Helix Energy Solutions HLX Stock Holding History

Rothschild Investment LLC’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 Q1	$2.18K	Buy	220 +61	+38%	+$519	﹤0.01%	2520
2025 Q4	$997	Buy	159 +14	+10%	+$93	﹤0.01%	2679
2025 Q3	$951	Sell	145 -105	-42%	-$661	﹤0.01%	2599
2025 Q2	$1.56K	Sell	250 -185	-43%	-$1.23K	﹤0.01%	2217
2025 Q1	$3.62K	Buy	435 +320	+278%	+$2.69K	﹤0.01%	1592
2024 Q4	$1.07K	Sell	115 -25	-18%	-$252	﹤0.01%	2174
2024 Q3	$1.55K	Buy	140 +50	+56%	+$550	﹤0.01%	1864
2024 Q2	$1.07K	Buy	90 +80	+800%	+$892	﹤0.01%	1628
2024 Q1	$108	Buy	+10	New	+$97	﹤0.01%	2185

Other funds holding HLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rothschild Investment LLC's HLX Position: Q1 2026 in Review

Rothschild Investment LLC increased its Helix Energy Solutions (HLX) stake by 38% in Q1 2026, buying an estimated $519 and bringing the position to 220 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Rothschild Investment LLC first reported a position in HLX in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.62K in Q1 2025. 274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

Rothschild Investment LLC held 220 shares of Helix Energy Solutions worth $2.18K as of Q1 2026.
Rothschild Investment LLC bought 61 Helix Energy Solutions shares in Q1 2026, an estimated $519.
Helix Energy Solutions made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2520 holding.
Rothschild Investment LLC first reported a position in Helix Energy Solutions in Q1 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's Helix Energy Solutions position peaked at $3.62K in Q1 2025.
274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.