Carson Wealth (CWM LLC)
HESM icon

Carson Wealth (CWM LLC)’s Hess Midstream HESM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$21.9K Hold
564
– – ﹤0.01% 4353
2025
Q4 		$19K Hold
564
– – ﹤0.01% 4203
2025
Q3 		$19K Buy
+564
New +$22.4K ﹤0.01% 4154
2024
Q2 		– Sell
-73
Closed -$3K – 4723
2024
Q1 		$3K Buy
+73
New +$2.47K ﹤0.01% 3842

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
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HESM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Hess Midstream (HESM) position steady in Q1 2026 at 564 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4353.

Carson Wealth (CWM LLC) first reported a position in HESM in Q1 2024 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 564 shares of Hess Midstream worth $21.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Hess Midstream share count unchanged in Q1 2026.
  • Hess Midstream made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4353 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hess Midstream in Q1 2024 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.