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Atria Investments’s Hess Midstream HESM Stock Holding History

Atria Investments’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 		$203K Buy
+5,388
New +$207K ﹤0.01% 2063
2025
Q3 		– Sell
-14,446
Closed -$556K – 2080
2025
Q2 		$556K Sell
14,446
-17,047
-54% -$649K 0.01% 1358
2025
Q1 		$1.33M Buy
+31,493
New +$1.28M 0.02% 887

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 $39B AUM 18.55% 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

Atria Investments's HESM Position: Q2 2026 in Review

Atria Investments opened a new position in Hess Midstream (HESM) in Q2 2026: 5,388 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2063 among its holdings. This is a return to the name: Atria Investments previously reported a position in HESM as recently as Q2 2025.

Atria Investments first reported a position in HESM in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Atria Investments held 5,388 shares of Hess Midstream worth $203K as of Q2 2026.
  • Hess Midstream was a new Atria Investments position in Q2 2026.
  • Hess Midstream made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2063 holding.
  • Atria Investments first reported a position in Hess Midstream in Q1 2025 and has held it in 3 quarters since.
  • Atria Investments's Hess Midstream position peaked at $1.33M in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.