Bell Investment Advisors’s Hess Midstream HESM Stock Holding History

Bell Investment 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
2025 Q4	–	Sell	-22	Closed	-$761	–	1858
2025 Q3	$761	Hold	22	–	–	﹤0.01%	1637
2025 Q2	$848	Hold	22	–	–	﹤0.01%	1641
2025 Q1	$931	Hold	22	–	–	﹤0.01%	1571
2024 Q4	$815	Hold	22	–	–	﹤0.01%	1642
2024 Q3	$776	Hold	22	–	–	﹤0.01%	1668
2024 Q2	$802	Hold	22	–	–	﹤0.01%	1668
2024 Q1	$795	Hold	22	–	–	﹤0.01%	1665
2023 Q4	$696	Hold	22	–	–	﹤0.01%	1701
2023 Q3	$641	Hold	22	–	–	﹤0.01%	1694
2023 Q2	$675	Hold	22	–	–	﹤0.01%	1703
2023 Q1	$637	Hold	22	–	–	﹤0.01%	1718
2022 Q4	$658	Hold	22	–	–	﹤0.01%	1698
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	1431
2022 Q2	$1K	Buy	+22	New	+$679	﹤0.01%	1452
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	1459
2021 Q3	$1K	Buy	+22	New	+$557	﹤0.01%	1402

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bell Investment Advisors's HESM Position: Q4 2025 in Review

Bell Investment Advisors sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 22 shares — an estimated $761 sold.

Bell Investment Advisors first reported a position in HESM in Q3 2021 and held it in 16 quarters. The position peaked at $1K in Q3 2022. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

Bell Investment Advisors reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 22 Hess Midstream shares in Q4 2025, an estimated $761.
Bell Investment Advisors first reported a position in Hess Midstream in Q3 2021 and held it in 16 quarters.
Bell Investment Advisors's Hess Midstream position peaked at $1K in Q3 2022.
268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.