CFM Wealth Partners’s Hess Midstream HESM Stock Holding History

CFM Wealth 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 Q1	$1.64M	Hold	42,260	–	–	0.25%	64
2025 Q4	$1.46M	Hold	42,260	–	–	0.21%	63
2025 Q3	$1.46M	Hold	42,260	–	–	0.21%	62
2025 Q2	$1.63M	Hold	42,260	–	–	0.26%	63
2025 Q1	$1.79M	Hold	42,260	–	–	0.32%	60
2024 Q4	$1.56M	Hold	42,260	–	–	0.26%	65
2024 Q3	$1.49M	Hold	42,260	–	–	0.26%	63
2024 Q2	$1.54M	Buy	42,260 +6,998	+20%	+$247K	0.28%	68
2024 Q1	$1.27M	Buy	35,262 +9,093	+35%	+$307K	0.26%	70
2023 Q4	$828K	Hold	26,169	–	–	0.19%	85
2023 Q3	$762K	Buy	26,169 +870	+3%	+$26.2K	0.2%	81
2023 Q2	$776K	Hold	25,299	–	–	0.19%	87
2023 Q1	$732K	Hold	25,299	–	–	0.2%	86
2022 Q4	$757K	Hold	25,299	–	–	0.23%	85
2022 Q3	$646K	Hold	25,299	–	–	0.21%	89
2022 Q2	$708K	Hold	25,299	–	–	0.21%	90
2022 Q1	$759K	Hold	25,299	–	–	0.18%	93
2021 Q4	$707K	Hold	25,299	–	–	0.16%	99
2021 Q3	$714K	Buy	+25,299	New	+$641K	0.18%	91

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return