AWS
HES

Atria Wealth Solutions’s Hess HES Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-1,335
Closed -$213K – 1655
2025
Q1 		$213K Buy
+1,335
New +$196K ﹤0.01% 1681
2024
Q4 		– Sell
-3,314
Closed -$450K – 2026
2024
Q3 		$450K Sell
3,314
-12
-0.4% -$1.67K ﹤0.01% 1293
2024
Q2 		$491K Buy
+3,326
New +$510K 0.01% 1248
2023
Q4 		– Sell
-1,564
Closed -$239K – 1972
2023
Q3 		$239K Sell
1,564
-374
-19% -$56.3K ﹤0.01% 1567
2023
Q2 		$263K Sell
1,938
-171
-8% -$23.4K ﹤0.01% 1519
2023
Q1 		$279K Buy
2,109
+250
+13% +$34.8K ﹤0.01% 1461
2022
Q4 		$264K Buy
1,859
+19
+1% +$2.61K ﹤0.01% 1436
2022
Q3 		$201K Sell
1,840
-816
-31% -$90.4K ﹤0.01% 1558
2022
Q2 		$281K Buy
+2,656
New +$300K 0.01% 1248

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return