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Cooper Investors’s Hess Midstream HESM Stock Holding History

Cooper Investors’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
Q3 		– Sell
-13,223
Closed -$497K – 39
2026
Q2 		$497K Sell
13,223
-13,919
-51% -$535K 0.23% 37
2026
Q1 		$1.06M Sell
27,142
-14,524
-35% -$538K 0.43% 35
2025
Q4 		$1.44M Sell
41,666
-1,523
-4% -$51.2K 0.48% 29
2025
Q3 		$1.49M Sell
43,189
-277,557
-87% -$11M 0.41% 33
2025
Q2 		$12.4M Sell
320,746
-5,175
-2% -$197K 2.25% 16
2025
Q1 		$13.8M Sell
325,921
-44,936
-12% -$1.83M 2.24% 19
2024
Q4 		$13.7M Sell
370,857
-1,690
-0.5% -$60.8K 2.16% 19
2024
Q3 		$13.1M Sell
372,547
-3,183
-0.8% -$117K 1.95% 23
2024
Q2 		$13.7M Hold
375,730
– – 2.08% 18
2024
Q1 		$13.6M Sell
375,730
-60,260
-14% -$2.04M 0.78% 28
2023
Q4 		$13.8M Sell
435,990
-55,073
-11% -$1.69M 0.83% 28
2023
Q3 		$15.1M Buy
+491,063
New +$14.8M 1.2% 22
2023
Q1 		$10.7M Buy
370,986
+53,736
+17% +$1.57M 0.91% 24
2022
Q4 		$9.49M Buy
+317,250
New +$9.06M 0.89% 23

Other funds holding HESM

SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cooper Investors's HESM Position: Q3 2026 in Review

Cooper Investors sold out of Hess Midstream (HESM) in Q3 2026, closing a stake of 13,223 shares — an estimated $497K sold.

Cooper Investors first reported a position in HESM in Q4 2022 and held it in 14 quarters. The position peaked at $15.1M in Q3 2023. 15 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

  • Cooper Investors reported no remaining Hess Midstream position as of Q3 2026 after selling out during the quarter.
  • Cooper Investors sold 13,223 Hess Midstream shares in Q3 2026, an estimated $497K.
  • Cooper Investors first reported a position in Hess Midstream in Q4 2022 and held it in 14 quarters.
  • Cooper Investors's Hess Midstream position peaked at $15.1M in Q3 2023.
  • 15 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on Cooper Investors's 13F filing for Q3 2026, filed 13 Oct 2026.