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Avidian Wealth Enterprises’s Hess Midstream HESM Stock Holding History

Avidian Wealth Enterprises’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 		$444K Buy
+11,821
New +$454K 0.01% 500
2025
Q2 		– Sell
-7,943
Closed -$336K – 563
2025
Q1 		$336K Buy
7,943
+1,075
+16% +$43.9K 0.02% 388
2024
Q4 		$254K Sell
6,868
-2,256
-25% -$81.2K 0.01% 435
2024
Q3 		$322K Buy
+9,124
New +$335K 0.01% 386

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 $32.9B AUM 23.66% 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

Avidian Wealth Enterprises's HESM Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Hess Midstream (HESM) in Q2 2026: 11,821 shares worth $444K. The stake represents 0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in HESM as recently as Q1 2025.

Avidian Wealth Enterprises first reported a position in HESM in Q3 2024 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Avidian Wealth Enterprises held 11,821 shares of Hess Midstream worth $444K as of Q2 2026.
  • Hess Midstream was a new Avidian Wealth Enterprises position in Q2 2026.
  • Hess Midstream made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #500 holding.
  • Avidian Wealth Enterprises first reported a position in Hess Midstream in Q3 2024 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.