Baird Financial Group
HES

Baird Financial Group’s Hess HES Stock Holding History

Baird Financial Group’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
Q3 		– Sell
-15,611
Closed -$2.16M – 1816
2025
Q2 		$2.16M Buy
15,611
+1,329
+9% +$179K ﹤0.01% 991
2025
Q1 		$2.28M Buy
14,282
+6,039
+73% +$888K ﹤0.01% 928
2024
Q4 		$1.1M Buy
8,243
+186
+2% +$26K ﹤0.01% 1157
2024
Q3 		$1.09M Buy
+8,057
New +$1.12M ﹤0.01% 1151
2023
Q4 		– Sell
-5,420
Closed -$829K – 1753
2023
Q3 		$829K Buy
5,420
+3,387
+167% +$510K ﹤0.01% 1168
2023
Q2 		$276K Buy
+2,033
New +$278K ﹤0.01% 1529
2023
Q1 		– Sell
-9,983
Closed -$1.42M – 1712
2022
Q4 		$1.42M Sell
9,983
-408
-4% -$56K ﹤0.01% 976
2022
Q3 		$1.13M Sell
10,391
-1,043
-9% -$116K ﹤0.01% 1006
2022
Q2 		$1.21M Buy
11,434
+953
+9% +$108K ﹤0.01% 1013
2022
Q1 		$1.12M Buy
+10,481
New +$994K ﹤0.01% 1099
2015
Q3 		– Sell
-3,794
Closed -$254K – 1279
2015
Q2 		$254K Buy
+3,794
New +$269K ﹤0.01% 1164

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Baird Financial Group's HES Position: Q3 2025 in Review

Baird Financial Group sold out of Hess (HES) in Q3 2025, closing a stake of 15,611 shares — an estimated $2.16M sold.

Baird Financial Group first reported a position in HES in Q2 2015 and held it in 11 quarters. The position peaked at $2.28M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Baird Financial Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Baird Financial Group sold 15,611 Hess shares in Q3 2025, an estimated $2.16M.
  • Baird Financial Group first reported a position in Hess in Q2 2015 and held it in 11 quarters.
  • Baird Financial Group's Hess position peaked at $2.28M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Baird Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.