Envestnet Asset Management’s Hess Midstream HESM Stock Holding History

Envestnet Asset Management’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	$5.56M	Buy	147,778 +1,203	+0.8%	+$46.2K	﹤0.01%	2390
2026 Q1	$5.7M	Buy	146,575 +76,677	+110%	+$2.84M	﹤0.01%	2230
2025 Q4	$2.41M	Buy	69,898 +3,773	+6%	+$127K	﹤0.01%	2689
2025 Q3	$2.28M	Buy	66,125 +3,546	+6%	+$141K	﹤0.01%	2795
2025 Q2	$2.41M	Sell	62,579 -28,779	-32%	-$1.1M	﹤0.01%	2697
2025 Q1	$3.86M	Sell	91,358 -28,822	-24%	-$1.18M	﹤0.01%	2311
2024 Q4	$4.45M	Buy	120,180 +3,412	+3%	+$123K	﹤0.01%	2180
2024 Q3	$4.12M	Sell	116,768 -944	-0.8%	-$34.6K	﹤0.01%	2231
2024 Q2	$4.29M	Sell	117,712 -3,638	-3%	-$128K	﹤0.01%	2126
2024 Q1	$4.38M	Buy	121,350 +81,015	+201%	+$2.74M	﹤0.01%	2072
2023 Q4	$1.28M	Sell	40,335 -8,210	-17%	-$251K	﹤0.01%	2751
2023 Q3	$1.41M	Buy	+48,545	New	+$1.46M	﹤0.01%	2566

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

Envestnet Asset Management's HESM Position: Q2 2026 in Review

Envestnet Asset Management increased its Hess Midstream (HESM) stake by 0.82% in Q2 2026, buying an estimated $46.2K and bringing the position to 147,778 shares worth $5.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Envestnet Asset Management first reported a position in HESM in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.7M in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Envestnet Asset Management held 147,778 shares of Hess Midstream worth $5.56M as of Q2 2026.
Envestnet Asset Management bought 1,203 Hess Midstream shares in Q2 2026, an estimated $46.2K.
Hess Midstream made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2390 holding.
Envestnet Asset Management first reported a position in Hess Midstream in Q3 2023 and has held it in 12 quarters since.
Envestnet Asset Management's Hess Midstream position peaked at $5.7M in Q1 2026.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.