Daymark Wealth Partners’s Western Midstream Partners WES Stock Holding History

Daymark Wealth Partners’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Sell	31,947 -17,089	-35%	-$736K	0.03%	296
2026 Q1	$2.02M	Buy	49,036 +2,452	+5%	+$101K	0.06%	204
2025 Q4	$1.84M	Buy	46,584 +428	+0.9%	+$16.6K	0.06%	207
2025 Q3	$1.81M	Buy	46,156 +382	+0.8%	+$14.9K	0.06%	203
2025 Q2	$1.77M	Buy	45,774 +268	+0.6%	+$10.2K	0.07%	190
2025 Q1	$1.86M	Buy	45,506 +3,605	+9%	+$147K	0.08%	174
2024 Q4	$1.61M	Buy	41,901 +9,094	+28%	+$351K	0.07%	185
2024 Q3	$1.26M	Buy	32,807 +1,501	+5%	+$59.2K	0.05%	217
2024 Q2	$1.24M	Buy	+31,306	New	+$1.15M	0.06%	209

Other funds holding WES

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Daymark Wealth Partners's WES Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Western Midstream Partners (WES) stake by 35% in Q2 2026, selling an estimated $736K and leaving 31,947 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #296.

Daymark Wealth Partners first reported a position in WES in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.02M in Q1 2026. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Daymark Wealth Partners held 31,947 shares of Western Midstream Partners worth $1.4M as of Q2 2026.
Daymark Wealth Partners sold 17,089 Western Midstream Partners shares in Q2 2026, an estimated $736K.
Western Midstream Partners made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #296 holding.
Daymark Wealth Partners first reported a position in Western Midstream Partners in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's Western Midstream Partners position peaked at $2.02M in Q1 2026.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.