Epoch Investment Partners’s Hess Midstream HESM Stock Holding History

Epoch Investment Partners’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	$73.1M	Sell	1,945,456 -136,365	-7%	-$5.24M	0.42%	86
2026 Q1	$80.9M	Sell	2,081,821 -418,777	-17%	-$15.5M	0.49%	81
2025 Q4	$86.3M	Buy	2,500,598 +269,216	+12%	+$9.05M	0.49%	78
2025 Q3	$77.1M	Sell	2,231,382 -528,268	-19%	-$21M	0.42%	92
2025 Q2	$106M	Sell	2,759,650 -375,761	-12%	-$14.3M	0.55%	64
2025 Q1	$133M	Sell	3,135,411 -174,136	-5%	-$7.1M	0.69%	46
2024 Q4	$123M	Buy	3,309,547 +165,933	+5%	+$5.97M	0.59%	56
2024 Q3	$111M	Buy	3,143,614 +190,290	+6%	+$6.98M	0.5%	68
2024 Q2	$108M	Buy	2,953,324 +562,688	+24%	+$19.9M	0.49%	71
2024 Q1	$86.4M	Buy	2,390,636 +597,750	+33%	+$20.2M	0.38%	94
2023 Q4	$56.7M	Buy	1,792,886 +811,976	+83%	+$24.9M	0.26%	150
2023 Q3	$28.6M	Buy	980,910 +620,779	+172%	+$18.7M	0.18%	171
2023 Q2	$11M	Buy	+360,131	New	+$10.4M	0.06%	263

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

Epoch Investment Partners's HESM Position: Q2 2026 in Review

Epoch Investment Partners reduced its Hess Midstream (HESM) stake by 6.6% in Q2 2026, selling an estimated $5.24M and leaving 1,945,456 shares worth $73.1M. The position accounts for 0.42% of the portfolio, ranked #86.

Epoch Investment Partners first reported a position in HESM in Q2 2023 and has held it in 13 quarters since. The position peaked at $133M in Q1 2025. 286 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Epoch Investment Partners held 1,945,456 shares of Hess Midstream worth $73.1M as of Q2 2026.
Epoch Investment Partners sold 136,365 Hess Midstream shares in Q2 2026, an estimated $5.24M.
Hess Midstream made up 0.42% of Epoch Investment Partners's portfolio in Q2 2026, its #86 holding.
Epoch Investment Partners first reported a position in Hess Midstream in Q2 2023 and has held it in 13 quarters since.
Epoch Investment Partners's Hess Midstream position peaked at $133M in Q1 2025.
286 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.