Beacon Pointe Advisors’s Hess Midstream HESM Stock Holding History

Beacon Pointe Advisors’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 Q1	$2.61M	Buy	67,038 +12,309	+22%	+$456K	0.01%	652
2025 Q4	$1.89M	Sell	54,729 -410	-0.7%	-$13.8K	0.01%	626
2025 Q3	$1.91M	Sell	55,139 -12,826	-19%	-$509K	0.02%	557
2025 Q2	$2.62M	Buy	67,965 +1,999	+3%	+$76.1K	0.03%	432
2025 Q1	$2.79M	Buy	65,966 +16,500	+33%	+$673K	0.03%	398
2024 Q4	$1.83M	Sell	49,466 -3,800	-7%	-$137K	0.02%	480
2024 Q3	$1.88M	Hold	53,266	–	–	0.02%	485
2024 Q2	$1.94M	Buy	53,266 +696	+1%	+$24.6K	0.02%	484
2024 Q1	$1.9M	Buy	52,570 +3,563	+7%	+$120K	0.02%	510
2023 Q4	$1.55M	Buy	49,007 +4,424	+10%	+$135K	0.02%	544
2023 Q3	$1.3M	Buy	+44,583	New	+$1.34M	0.02%	559
2021 Q4	–	Sell	-7,400	Closed	-$209K	–	967
2021 Q3	$209K	Buy	+7,400	New	+$188K	0.01%	845

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

Blackstone Inc New York $25.6B AUM 26.83% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

Beacon Pointe Advisors's HESM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Hess Midstream (HESM) stake by 22% in Q1 2026, buying an estimated $456K and bringing the position to 67,038 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #652.

Beacon Pointe Advisors first reported a position in HESM in Q3 2021 and has held it in 12 quarters since. The position peaked at $2.79M in Q1 2025. 289 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

Beacon Pointe Advisors held 67,038 shares of Hess Midstream worth $2.61M as of Q1 2026.
Beacon Pointe Advisors bought 12,309 Hess Midstream shares in Q1 2026, an estimated $456K.
Hess Midstream made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #652 holding.
Beacon Pointe Advisors first reported a position in Hess Midstream in Q3 2021 and has held it in 12 quarters since.
Beacon Pointe Advisors's Hess Midstream position peaked at $2.79M in Q1 2025.
289 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.