Beacon Pointe Advisors’s Western Midstream Partners WES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.65M Buy
37,727
+647
+2% +$27.9K 0.01% 832
2026
Q1
$1.53M Buy
37,080
+940
+3% +$38.9K 0.01% 824
2025
Q4
$1.43M Buy
36,140
+1,240
+4% +$48.1K 0.01% 715
2025
Q3
$1.37M Buy
+34,900
New +$1.36M 0.01% 647

Other funds holding WES

Beacon Pointe Advisors's WES Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Western Midstream Partners (WES) stake by 1.7% in Q2 2026, buying an estimated $27.9K and bringing the position to 37,727 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #832.

Beacon Pointe Advisors first reported a position in WES in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Beacon Pointe Advisors held 37,727 shares of Western Midstream Partners worth $1.65M as of Q2 2026.
  • Beacon Pointe Advisors bought 647 Western Midstream Partners shares in Q2 2026, an estimated $27.9K.
  • Western Midstream Partners made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #832 holding.
  • Beacon Pointe Advisors first reported a position in Western Midstream Partners in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.