AI
HES icon

Atria Investments’s Hess HES Stock Holding History

Atria Investments’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
-3,942
Closed -$546K – 2079
2025
Q2 		$546K Sell
3,942
-556
-12% -$75.1K 0.01% 1371
2025
Q1 		$719K Buy
4,498
+1,879
+72% +$276K 0.01% 1158
2024
Q4 		$348K Sell
2,619
-1,162
-31% -$162K ﹤0.01% 1515
2024
Q3 		$513K Sell
3,781
-821
-18% -$114K 0.01% 1303
2024
Q2 		$679K Buy
+4,602
New +$705K 0.01% 1145
2023
Q4 		– Sell
-8,424
Closed -$1.29M – 917
2023
Q3 		$1.29M Sell
8,424
-225
-3% -$33.9K 0.02% 738
2023
Q2 		$1.18M Sell
8,649
-732
-8% -$100K 0.02% 770
2023
Q1 		$1.24M Sell
9,381
-1,519
-14% -$211K 0.02% 723
2022
Q4 		$1.55M Sell
10,900
-929
-8% -$128K 0.03% 605
2022
Q3 		$1.29M Buy
11,829
+1,033
+10% +$114K 0.03% 629
2022
Q2 		$1.14M Sell
10,796
-206
-2% -$23.3K 0.02% 697
2022
Q1 		$1.18M Buy
+11,002
New +$1.04M 0.02% 783
2019
Q2 		– Sell
-3,924
Closed -$236K – 1019
2019
Q1 		$236K Buy
+3,924
New +$216K 0.01% 800
2014
Q4 		– Sell
-3,740
Closed -$353K – 433
2014
Q3 		$353K Sell
3,740
-148
-4% -$14.6K 0.04% 330
2014
Q2 		$384K Buy
3,888
+1,428
+58% +$129K 0.04% 302
2014
Q1 		$204K Buy
2,460
+50
+2% +$3.97K 0.02% 414
2013
Q4 		$200K Buy
+2,410
New +$196K 0.02% 430

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Atria Investments's HES Position: Q3 2025 in Review

Atria Investments sold out of Hess (HES) in Q3 2025, closing a stake of 3,942 shares — an estimated $546K sold.

Atria Investments first reported a position in HES in Q4 2013 and held it in 17 quarters. The position peaked at $1.55M in Q4 2022. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Atria Investments reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 3,942 Hess shares in Q3 2025, an estimated $546K.
  • Atria Investments first reported a position in Hess in Q4 2013 and held it in 17 quarters.
  • Atria Investments's Hess position peaked at $1.55M in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.