CFP
HESM icon

Cascade Financial Partners’s Hess Midstream HESM Stock Holding History

Cascade Financial Partners’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 		$233K Hold
6,193
– – 0.02% 257
2026
Q1 		$241K Buy
+6,193
New +$229K 0.02% 235

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

Cascade Financial Partners's HESM Position: Q2 2026 in Review

Cascade Financial Partners held its Hess Midstream (HESM) position steady in Q2 2026 at 6,193 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #257.

Cascade Financial Partners first reported a position in HESM in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Cascade Financial Partners held 6,193 shares of Hess Midstream worth $233K as of Q2 2026.
  • Cascade Financial Partners left its Hess Midstream share count unchanged in Q2 2026.
  • Hess Midstream made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #257 holding.
  • Cascade Financial Partners first reported a position in Hess Midstream in Q1 2026 and has held it in 2 quarters since.
  • Cascade Financial Partners's Hess Midstream position peaked at $241K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.