Smartleaf Asset Management’s Helix Energy Solutions HLX Stock Holding History

Smartleaf Asset 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 Q1	$20.3K	Sell	2,080 -2,267	-52%	-$19.3K	﹤0.01%	1946
2025 Q4	$27.4K	Sell	4,347 -327	-7%	-$2.17K	﹤0.01%	1865
2025 Q3	$31.4K	Buy	4,674 +1,067	+30%	+$6.71K	﹤0.01%	1618
2025 Q2	$22.7K	Sell	3,607 -3,446	-49%	-$22.8K	﹤0.01%	1499
2025 Q1	$59.2K	Buy	7,053 +2,123	+43%	+$17.9K	0.01%	1063
2024 Q4	$45.2K	Buy	4,930 +2,902	+143%	+$29.2K	﹤0.01%	1227
2024 Q3	$21.9K	Buy	2,028 +1,138	+128%	+$12.5K	﹤0.01%	1295
2024 Q2	$10.2K	Buy	+890	New	+$9.93K	﹤0.01%	1397

Other funds holding HLX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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 $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

Principal Financial Group

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

Wellington Management Group

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

Geode Capital Management

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