Cerity Partners
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Cerity Partners’s Hess Midstream HESM Stock Holding History

Cerity 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 		$575K Buy
15,282
+3,374
+28% +$130K ﹤0.01% 2344
2026
Q1 		$463K Buy
11,908
+593
+5% +$22K ﹤0.01% 2344
2025
Q4 		$390K Buy
11,315
+1,085
+11% +$36.5K ﹤0.01% 2254
2025
Q3 		$353K Sell
10,230
-610
-6% -$24.2K ﹤0.01% 2180
2025
Q2 		$417K Buy
+10,840
New +$413K ﹤0.01% 1966

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 $39B AUM 18.55% 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

Cerity Partners's HESM Position: Q2 2026 in Review

Cerity Partners increased its Hess Midstream (HESM) stake by 28% in Q2 2026, buying an estimated $130K and bringing the position to 15,282 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Cerity Partners first reported a position in HESM in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Cerity Partners held 15,282 shares of Hess Midstream worth $575K as of Q2 2026.
  • Cerity Partners bought 3,374 Hess Midstream shares in Q2 2026, an estimated $130K.
  • Hess Midstream made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2344 holding.
  • Cerity Partners first reported a position in Hess Midstream in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.