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
Q1
$1.85M Buy
+45,000
New +$1.86M 0.01% 758

Other funds holding WES

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

Beacon Pointe Advisors increased its Western Midstream Partners (WES) stake by 2.6% in Q1 2026, buying an estimated $38.9K and bringing the position to 37,080 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #824.

Beacon Pointe Advisors first reported a position in WES in Q3 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Beacon Pointe Advisors held 37,080 shares of Western Midstream Partners worth $1.53M as of Q1 2026.
  • Beacon Pointe Advisors bought 940 Western Midstream Partners shares in Q1 2026, an estimated $38.9K.
  • Western Midstream Partners made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #824 holding.
  • Beacon Pointe Advisors first reported a position in Western Midstream Partners in Q3 2025 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

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