AWM
HES

Abound Wealth Management’s Hess HES Stock Holding History

Abound Wealth Management’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-27
Closed -$3.74K – 1378
2025
Q2 		$3.74K Sell
27
-4
-13% -$540 ﹤0.01% 641
2025
Q1 		$4.96K Sell
31
-14
-31% -$2.06K ﹤0.01% 540
2024
Q4 		$5.99K Buy
45
+2
+5% +$279 ﹤0.01% 489
2024
Q3 		$5.84K Hold
43
– – ﹤0.01% 518
2024
Q2 		$6.34K Sell
43
-4
-9% -$613 ﹤0.01% 448
2024
Q1 		$7.18K Buy
47
+8
+21% +$1.16K ﹤0.01% 441
2023
Q4 		$5.67K Sell
39
-3
-7% -$440 ﹤0.01% 473
2023
Q3 		$6.43K Hold
42
– – ﹤0.01% 410
2023
Q2 		$5.71K Buy
42
+7
+20% +$958 ﹤0.01% 451
2023
Q1 		$4.63K Hold
35
– – ﹤0.01% 425
2022
Q4 		$4.97K Buy
35
+22
+169% +$3.02K ﹤0.01% 357
2022
Q3 		$1.42K Buy
+13
New +$1.44K ﹤0.01% 543

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Abound Wealth Management's HES Position: Q3 2025 in Review

Abound Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 27 shares — an estimated $3.74K sold.

Abound Wealth Management first reported a position in HES in Q3 2022 and held it in 12 quarters. The position peaked at $7.18K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Abound Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 27 Hess shares in Q3 2025, an estimated $3.74K.
  • Abound Wealth Management first reported a position in Hess in Q3 2022 and held it in 12 quarters.
  • Abound Wealth Management's Hess position peaked at $7.18K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.