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Avior Wealth Management’s Hess Midstream HESM Stock Holding History

Avior Wealth Management’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 		$648K Hold
17,225
– – 0.02% 455
2026
Q1 		$670K Buy
17,225
+10,000
+138% +$371K 0.02% 451
2025
Q4 		$249K Buy
+7,225
New +$243K 0.01% 665

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

Avior Wealth Management's HESM Position: Q2 2026 in Review

Avior Wealth Management held its Hess Midstream (HESM) position steady in Q2 2026 at 17,225 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #455.

Avior Wealth Management first reported a position in HESM in Q4 2025 and has held it in 3 quarters since. The position peaked at $670K in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Avior Wealth Management held 17,225 shares of Hess Midstream worth $648K as of Q2 2026.
  • Avior Wealth Management left its Hess Midstream share count unchanged in Q2 2026.
  • Hess Midstream made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Avior Wealth Management first reported a position in Hess Midstream in Q4 2025 and has held it in 3 quarters since.
  • Avior Wealth Management's Hess Midstream position peaked at $670K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.