DiNuzzo Private Wealth’s Hess HES Stock Holding History

DiNuzzo Private Wealth’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	-35	Closed	-$4.85K	–	1386
2025 Q2	$4.85K	Hold	35	–	–	﹤0.01%	381
2025 Q1	$5.59K	Buy	35 +2	+6%	+$294	﹤0.01%	336
2024 Q4	$4.39K	Buy	33 +3	+10%	+$419	﹤0.01%	380
2024 Q3	$4.07K	Sell	30 -1	-3%	-$139	﹤0.01%	404
2024 Q2	$4.57K	Buy	31 +7	+29%	+$1.07K	﹤0.01%	307
2024 Q1	$3.66K	Hold	24	–	–	﹤0.01%	308
2023 Q4	$3.46K	Buy	+24	New	+$3.52K	﹤0.01%	297

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

DiNuzzo Private Wealth's HES Position: Q3 2025 in Review

DiNuzzo Private Wealth sold out of Hess (HES) in Q3 2025, closing a stake of 35 shares — an estimated $4.85K sold.

DiNuzzo Private Wealth first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $5.59K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

DiNuzzo Private Wealth reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
DiNuzzo Private Wealth sold 35 Hess shares in Q3 2025, an estimated $4.85K.
DiNuzzo Private Wealth first reported a position in Hess in Q4 2023 and held it in 7 quarters.
DiNuzzo Private Wealth's Hess position peaked at $5.59K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.