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Atria Investments’s Western Midstream Partners WES Stock Holding History

Atria Investments’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 		$209K Buy
+4,778
New +$206K ﹤0.01% 2051
2024
Q4 		– Sell
-6,826
Closed -$261K – 1997
2024
Q3 		$261K Sell
6,826
-1,482
-18% -$58.4K ﹤0.01% 1681
2024
Q2 		$330K Buy
+8,308
New +$306K ﹤0.01% 1533

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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
Goldman Sachs
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
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

Atria Investments's WES Position: Q2 2026 in Review

Atria Investments opened a new position in Western Midstream Partners (WES) in Q2 2026: 4,778 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings. This is a return to the name: Atria Investments previously reported a position in WES as recently as Q3 2024.

Atria Investments first reported a position in WES in Q2 2024 and has held it in 3 quarters since. The position peaked at $330K in Q2 2024. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Atria Investments held 4,778 shares of Western Midstream Partners worth $209K as of Q2 2026.
  • Western Midstream Partners was a new Atria Investments position in Q2 2026.
  • Western Midstream Partners made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2051 holding.
  • Atria Investments first reported a position in Western Midstream Partners in Q2 2024 and has held it in 3 quarters since.
  • Atria Investments's Western Midstream Partners position peaked at $330K in Q2 2024.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

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