Creative Planning’s Hess Midstream HESM Stock Holding History

Creative Planning’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	$310K	Buy	8,250 +1,199	+17%	+$46.1K	﹤0.01%	3535
2026 Q1	$274K	Sell	7,051 -2,235	-24%	-$82.8K	﹤0.01%	3487
2025 Q4	$320K	Buy	9,286 +286	+3%	+$9.62K	﹤0.01%	3196
2025 Q3	$311K	Buy	9,000 +404	+5%	+$16K	﹤0.01%	3110
2025 Q2	$331K	Buy	8,596 +826	+11%	+$31.5K	﹤0.01%	2818
2025 Q1	$329K	Buy	7,770 +580	+8%	+$23.7K	﹤0.01%	2666
2024 Q4	$266K	Sell	7,190 -200	-3%	-$7.2K	﹤0.01%	2763
2024 Q3	$261K	Buy	7,390 +1,815	+33%	+$66.6K	﹤0.01%	2644
2024 Q2	$203K	Buy	+5,575	New	+$197K	﹤0.01%	2664
2017 Q3	–	Sell	-400	Closed	-$8K	–	2673
2017 Q2	$8K	Buy	+400	New	+$9.55K	﹤0.01%	3748

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

Creative Planning's HESM Position: Q2 2026 in Review

Creative Planning increased its Hess Midstream (HESM) stake by 17% in Q2 2026, buying an estimated $46.1K and bringing the position to 8,250 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #3535.

Creative Planning first reported a position in HESM in Q2 2017 and has held it in 10 quarters since. The position peaked at $331K in Q2 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Creative Planning held 8,250 shares of Hess Midstream worth $310K as of Q2 2026.
Creative Planning bought 1,199 Hess Midstream shares in Q2 2026, an estimated $46.1K.
Hess Midstream made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3535 holding.
Creative Planning first reported a position in Hess Midstream in Q2 2017 and has held it in 10 quarters since.
Creative Planning's Hess Midstream position peaked at $331K in Q2 2025.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.