CT
HES

Clearstead Trust’s Hess HES Stock Holding History

Clearstead Trust’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
-15
Closed -$2.08K – 1537
2025
Q2 		$2.08K Buy
+15
New +$2.02K ﹤0.01% 940

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Clearstead Trust's HES Position: Q3 2025 in Review

Clearstead Trust sold out of Hess (HES) in Q3 2025, closing a stake of 15 shares — an estimated $2.08K sold.

Clearstead Trust first reported a position in HES in Q2 2025 and held it in 1 quarter. The position peaked at $2.08K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Clearstead Trust reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 15 Hess shares in Q3 2025, an estimated $2.08K.
  • Clearstead Trust first reported a position in Hess in Q2 2025 and held it in 1 quarter.
  • Clearstead Trust's Hess position peaked at $2.08K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.