Clearstead Advisors’s Hess Midstream HESM Stock Holding History

Clearstead Advisors’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	$23.9K	Sell	635 -30	-5%	-$1.15K	﹤0.01%	1749
2026 Q1	$25.8K	Buy	665 +505	+316%	+$18.7K	﹤0.01%	1394
2025 Q4	$5.52K	Buy	+160	New	+$5.38K	﹤0.01%	2002
2024 Q1	–	Sell	-263	Closed	-$8.32K	–	1577
2023 Q4	$8.32K	Hold	263	–	–	﹤0.01%	1091
2023 Q3	$7.66K	Hold	263	–	–	﹤0.01%	1034
2023 Q2	$8.07K	Hold	263	–	–	﹤0.01%	1006
2023 Q1	$7.61K	Hold	263	–	–	﹤0.01%	984
2022 Q4	$7.87K	Buy	+263	New	+$7.51K	﹤0.01%	935

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearstead Advisors's HESM Position: Q2 2026 in Review

Clearstead Advisors reduced its Hess Midstream (HESM) stake by 4.5% in Q2 2026, selling an estimated $1.15K and leaving 635 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Clearstead Advisors first reported a position in HESM in Q4 2022 and has held it in 8 quarters since. The position peaked at $25.8K in Q1 2026. 286 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Clearstead Advisors held 635 shares of Hess Midstream worth $23.9K as of Q2 2026.
Clearstead Advisors sold 30 Hess Midstream shares in Q2 2026, an estimated $1.15K.
Hess Midstream made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1749 holding.
Clearstead Advisors first reported a position in Hess Midstream in Q4 2022 and has held it in 8 quarters since.
Clearstead Advisors's Hess Midstream position peaked at $25.8K in Q1 2026.
286 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.