Allworth Financial’s Western Midstream Partners WES Stock Holding History

Allworth Financial’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.8K	Sell	954 -86	-8%	-$3.7K	﹤0.01%	2647
2026 Q1	$42.8K	Buy	1,040 +1	+0.1%	+$41	﹤0.01%	2436
2025 Q4	$41K	Buy	1,039 +88	+9%	+$3.41K	﹤0.01%	2323
2025 Q3	$37.4K	Sell	951 -148	-13%	-$5.78K	﹤0.01%	2306
2025 Q2	$42.5K	Buy	+1,099	New	+$41.8K	﹤0.01%	2049
2025 Q1	–	Sell	-1,500	Closed	-$63K	–	4188
2024 Q4	$63K	Hold	1,500	–	–	﹤0.01%	1463
2024 Q3	$57.4K	Sell	1,500 -1,000	-40%	-$39.4K	﹤0.01%	1350
2024 Q2	$105K	Buy	2,500 +1,000	+67%	+$36.8K	﹤0.01%	1058
2024 Q1	$53.3K	Hold	1,500	–	–	﹤0.01%	1283
2023 Q4	$43.9K	Hold	1,500	–	–	﹤0.01%	1242
2023 Q3	$40.8K	Hold	1,500	–	–	﹤0.01%	1195
2023 Q2	$39.8K	Sell	1,500 -22	-1%	-$579	﹤0.01%	1201
2023 Q1	$40.1K	Buy	1,522 +2	+0.1%	+$54	﹤0.01%	1152
2022 Q4	$40.8K	Hold	1,520	–	–	﹤0.01%	1087
2022 Q3	$38K	Buy	1,520 +20	+1%	+$534	﹤0.01%	1058
2022 Q2	$36K	Hold	1,500	–	–	﹤0.01%	1017
2022 Q1	$38K	Buy	+1,500	New	+$37K	﹤0.01%	996

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Allworth Financial's WES Position: Q2 2026 in Review

Allworth Financial reduced its Western Midstream Partners (WES) stake by 8.3% in Q2 2026, selling an estimated $3.7K and leaving 954 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Allworth Financial first reported a position in WES in Q1 2022 and has held it in 17 quarters since. The position peaked at $105K in Q2 2024. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Allworth Financial held 954 shares of Western Midstream Partners worth $41.8K as of Q2 2026.
Allworth Financial sold 86 Western Midstream Partners shares in Q2 2026, an estimated $3.7K.
Western Midstream Partners made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2647 holding.
Allworth Financial first reported a position in Western Midstream Partners in Q1 2022 and has held it in 17 quarters since.
Allworth Financial's Western Midstream Partners position peaked at $105K in Q2 2024.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

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