Bradley Foster & Sargent’s Western Midstream Partners WES Stock Holding History

Bradley Foster & Sargent’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$262K	Hold	5,993	–	–	﹤0.01%	498
2026 Q1	$247K	Hold	5,993	–	–	﹤0.01%	492
2025 Q4	$237K	Hold	5,993	–	–	﹤0.01%	498
2025 Q3	$235K	Hold	5,993	–	–	﹤0.01%	504
2025 Q2	$232K	Hold	5,993	–	–	﹤0.01%	509
2025 Q1	$245K	Hold	5,993	–	–	﹤0.01%	431
2024 Q4	$230K	Hold	5,993	–	–	﹤0.01%	443
2024 Q3	$229K	Buy	5,993 +655	+12%	+$25.8K	﹤0.01%	441
2024 Q2	$212K	Buy	+5,338	New	+$196K	﹤0.01%	435

Other funds holding WES

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

TCA

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bradley Foster & Sargent's WES Position: Q2 2026 in Review

Bradley Foster & Sargent held its Western Midstream Partners (WES) position steady in Q2 2026 at 5,993 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Bradley Foster & Sargent first reported a position in WES in Q2 2024 and has held it in 9 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Bradley Foster & Sargent held 5,993 shares of Western Midstream Partners worth $262K as of Q2 2026.
Bradley Foster & Sargent left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #498 holding.
Bradley Foster & Sargent first reported a position in Western Midstream Partners in Q2 2024 and has held it in 9 quarters since.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.