Atwood & Palmer’s Hess Midstream HESM Stock Holding History

Atwood & Palmer’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 Q4	–	Sell	-501	Closed	-$17.3K	–	492
2025 Q3	$17.3K	Hold	501	–	–	﹤0.01%	342
2025 Q2	$19.3K	Buy	+501	New	+$19.1K	﹤0.01%	325

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Atwood & Palmer's HESM Position: Q4 2025 in Review

Atwood & Palmer sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 501 shares — an estimated $17.3K sold.

Atwood & Palmer first reported a position in HESM in Q2 2025 and held it in 2 quarters. The position peaked at $19.3K in Q2 2025. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

Atwood & Palmer reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
Atwood & Palmer sold 501 Hess Midstream shares in Q4 2025, an estimated $17.3K.
Atwood & Palmer first reported a position in Hess Midstream in Q2 2025 and held it in 2 quarters.
Atwood & Palmer's Hess Midstream position peaked at $19.3K in Q2 2025.
268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.