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Caprock Group’s Hess Midstream HESM Stock Holding History

Caprock Group’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
Q2 		$463K Sell
12,315
-169
-1% -$6.49K 0.01% 877
2026
Q1 		$485K Sell
12,484
-2,067
-14% -$76.6K 0.01% 764
2025
Q4 		$502K Sell
14,551
-5,467
-27% -$184K 0.01% 820
2025
Q3 		$825K Buy
+20,018
New +$794K 0.02% 630
2025
Q1 		$477K Buy
11,275
+2,522
+29% +$103K 0.01% 738
2024
Q4 		$324K Buy
+8,753
New +$315K 0.01% 773

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caprock Group's HESM Position: Q2 2026 in Review

Caprock Group reduced its Hess Midstream (HESM) stake by 1.4% in Q2 2026, selling an estimated $6.49K and leaving 12,315 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #877.

Caprock Group first reported a position in HESM in Q4 2024 and has held it in 6 quarters since. The position peaked at $825K in Q3 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Caprock Group held 12,315 shares of Hess Midstream worth $463K as of Q2 2026.
  • Caprock Group sold 169 Hess Midstream shares in Q2 2026, an estimated $6.49K.
  • Hess Midstream made up 0.01% of Caprock Group's portfolio in Q2 2026, its #877 holding.
  • Caprock Group first reported a position in Hess Midstream in Q4 2024 and has held it in 6 quarters since.
  • Caprock Group's Hess Midstream position peaked at $825K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.