Vanguard Personalized Indexing Management’s Helix Energy Solutions HLX Stock Holding History

Vanguard Personalized Indexing 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	$145K	Buy	16,640 +5,956	+56%	+$57.3K	﹤0.01%	1988
2026 Q1	$106K	Buy	+10,684	New	+$90.9K	﹤0.01%	1943
2025 Q4	–	Sell	-11,284	Closed	-$74K	–	2014
2025 Q3	$74K	Sell	11,284 -580	-5%	-$3.65K	﹤0.01%	1859
2025 Q2	$74K	Sell	11,864 -2,127	-15%	-$14.1K	﹤0.01%	1775
2025 Q1	$116K	Buy	13,991 +1,810	+15%	+$15.2K	﹤0.01%	1593
2024 Q4	$114K	Buy	12,181 +514	+4%	+$5.17K	﹤0.01%	1605
2024 Q3	$130K	Buy	+11,667	New	+$128K	﹤0.01%	1583
2024 Q2	–	Sell	-10,248	Closed	-$111K	–	1719
2024 Q1	$111K	Buy	+10,248	New	+$99.7K	﹤0.01%	1514
2023 Q4	–	Sell	-10,437	Closed	-$117K	–	1598
2023 Q3	$117K	Buy	+10,437	New	+$101K	﹤0.01%	1363

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

Vanguard Personalized Indexing Management's HLX Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Helix Energy Solutions (HLX) stake by 56% in Q2 2026, buying an estimated $57.3K and bringing the position to 16,640 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Vanguard Personalized Indexing Management first reported a position in HLX in Q3 2023 and has held it in 9 quarters since. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

Vanguard Personalized Indexing Management held 16,640 shares of Helix Energy Solutions worth $145K as of Q2 2026.
Vanguard Personalized Indexing Management bought 5,956 Helix Energy Solutions shares in Q2 2026, an estimated $57.3K.
Helix Energy Solutions made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1988 holding.
Vanguard Personalized Indexing Management first reported a position in Helix Energy Solutions in Q3 2023 and has held it in 9 quarters since.
285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.