AF
HESM icon

Allworth Financial’s Hess Midstream HESM Stock Holding History

Allworth Financial’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4K Sell
303
-12
-4% -$461 ﹤0.01% 3626
2026
Q1 		$12.2K Buy
315
+5
+2% +$185 ﹤0.01% 3371
2025
Q4 		$10.7K Buy
310
+4
+1% +$135 ﹤0.01% 3225
2025
Q3 		$10.6K Buy
306
+53
+21% +$2.1K ﹤0.01% 3107
2025
Q2 		$9.75K Buy
253
+103
+69% +$3.92K ﹤0.01% 2899
2025
Q1 		$5.86K Buy
150
+2
+1% +$82 ﹤0.01% 2671
2024
Q4 		$6.02K Buy
148
+3
+2% +$108 ﹤0.01% 2671
2024
Q3 		$5.11K Buy
145
+3
+2% +$110 ﹤0.01% 2557
2024
Q2 		$5.47K Buy
142
+2
+1% +$71 ﹤0.01% 2481
2024
Q1 		$5.04K Buy
140
+3
+2% +$101 ﹤0.01% 2404
2023
Q4 		$4.33K Buy
137
+3
+2% +$92 ﹤0.01% 2330
2023
Q3 		$3.91K Buy
134
+2
+2% +$60 ﹤0.01% 2233
2023
Q2 		$4.04K Sell
132
-29
-18% -$836 ﹤0.01% 2201
2023
Q1 		$4.66K Buy
161
+3
+2% +$87 ﹤0.01% 2063
2022
Q4 		$4.74K Buy
158
+2
+1% +$57 ﹤0.01% 1913
2022
Q3 		$4K Buy
156
+124
+388% +$3.54K ﹤0.01% 1938
2022
Q2 		$1K Hold
32
– – ﹤0.01% 2166
2022
Q1 		$1K Buy
+32
New +$967 ﹤0.01% 1941

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial's HESM Position: Q2 2026 in Review

Allworth Financial reduced its Hess Midstream (HESM) stake by 3.8% in Q2 2026, selling an estimated $461 and leaving 303 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

Allworth Financial first reported a position in HESM in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.2K in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Allworth Financial held 303 shares of Hess Midstream worth $11.4K as of Q2 2026.
  • Allworth Financial sold 12 Hess Midstream shares in Q2 2026, an estimated $461.
  • Hess Midstream made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3626 holding.
  • Allworth Financial first reported a position in Hess Midstream in Q1 2022 and has held it in 18 quarters since.
  • Allworth Financial's Hess Midstream position peaked at $12.2K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.