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

Steinberganna 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	$214K	Buy	+24,520	New	+$236K	0.09%	126

Other funds holding HLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Steinberganna Wealth Management opened a new position in Helix Energy Solutions (HLX) in Q2 2026: 24,520 shares worth $214K. The stake represents 0.09% of the portfolio and ranks #126 among its holdings.

284 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

Steinberganna Wealth Management held 24,520 shares of Helix Energy Solutions worth $214K as of Q2 2026.
Helix Energy Solutions was a new Steinberganna Wealth Management position in Q2 2026.
Helix Energy Solutions made up 0.09% of Steinberganna Wealth Management's portfolio in Q2 2026, its #126 holding.
284 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.