Cerity Partners
HES icon

Cerity Partners’s Hess HES Stock Holding History

Cerity Partners’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-29,435
Closed -$4.08M – 2798
2025
Q2 		$4.08M Buy
29,435
+7,405
+34% +$1,000K 0.01% 903
2025
Q1 		$3.52M Buy
22,030
+1,629
+8% +$240K 0.01% 867
2024
Q4 		$2.74M Buy
20,401
+1,539
+8% +$215K 0.01% 969
2024
Q3 		$2.56M Buy
18,862
+1,764
+10% +$245K 0.01% 979
2024
Q2 		$2.52M Sell
17,098
-2,698
-14% -$414K 0.01% 822
2024
Q1 		$3.02M Buy
19,796
+9,509
+92% +$1.38M 0.01% 811
2023
Q4 		$1.48M Buy
10,287
+5,452
+113% +$799K ﹤0.01% 861
2023
Q3 		$740K Sell
4,835
-1,759
-27% -$265K ﹤0.01% 843
2023
Q2 		$896K Buy
6,594
+617
+10% +$84.4K ﹤0.01% 958
2023
Q1 		$814K Sell
5,977
-786
-12% -$109K ﹤0.01% 1074
2022
Q4 		$959K Buy
6,763
+1,117
+20% +$153K 0.01% 704
2022
Q3 		$615K Buy
5,646
+812
+17% +$90K 0.01% 639
2022
Q2 		$512K Buy
+4,834
New +$547K 0.01% 735

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Cerity Partners's HES Position: Q3 2025 in Review

Cerity Partners sold out of Hess (HES) in Q3 2025, closing a stake of 29,435 shares — an estimated $4.08M sold.

Cerity Partners first reported a position in HES in Q2 2022 and held it in 13 quarters. The position peaked at $4.08M in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Cerity Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 29,435 Hess shares in Q3 2025, an estimated $4.08M.
  • Cerity Partners first reported a position in Hess in Q2 2022 and held it in 13 quarters.
  • Cerity Partners's Hess position peaked at $4.08M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.