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Ariadne Wealth Management’s Hess Midstream HESM Stock Holding History

Ariadne Wealth Management’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
2025
Q3 		– Sell
-4,946
Closed -$208K – 250
2025
Q2 		$208K Buy
+4,946
New +$188K 0.1% 196
2025
Q1 		– Sell
-4,946
Closed -$206K – 220
2024
Q4 		$206K Buy
+4,946
New +$178K 0.09% 205

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ariadne Wealth Management's HESM Position: Q3 2025 in Review

Ariadne Wealth Management sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 4,946 shares — an estimated $208K sold.

Ariadne Wealth Management first reported a position in HESM in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q2 2025. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

  • Ariadne Wealth Management reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
  • Ariadne Wealth Management sold 4,946 Hess Midstream shares in Q3 2025, an estimated $208K.
  • Ariadne Wealth Management first reported a position in Hess Midstream in Q4 2024 and held it in 2 quarters.
  • Ariadne Wealth Management's Hess Midstream position peaked at $208K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on Ariadne Wealth Management's 13F filing for Q3 2025, filed 20 Nov 2025.