Focus Partners Wealth’s Hess HES Stock Holding History

Focus Partners 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	-4,031	Closed	-$559K	–	2253
2025 Q2	$559K	Sell	4,031 -7,458	-65%	-$1.01M	﹤0.01%	1390
2025 Q1	$1.84M	Sell	11,489 -104	-0.9%	-$15.3K	﹤0.01%	869
2024 Q4	$1.54M	Buy	11,593 +6,707	+137%	+$937K	﹤0.01%	913
2024 Q3	$664K	Buy	4,886 +3,027	+163%	+$421K	﹤0.01%	1059
2024 Q2	$274K	Buy	1,859 +86	+5%	+$13.2K	﹤0.01%	1093
2024 Q1	$271K	Buy	+1,773	New	+$257K	﹤0.01%	866

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 $5.54B AUM 27.43% 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

Focus Partners Wealth's HES Position: Q3 2025 in Review

Focus Partners Wealth sold out of Hess (HES) in Q3 2025, closing a stake of 4,031 shares — an estimated $559K sold.

Focus Partners Wealth first reported a position in HES in Q1 2024 and held it in 6 quarters. The position peaked at $1.84M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Focus Partners Wealth reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Focus Partners Wealth sold 4,031 Hess shares in Q3 2025, an estimated $559K.
Focus Partners Wealth first reported a position in Hess in Q1 2024 and held it in 6 quarters.
Focus Partners Wealth's Hess position peaked at $1.84M in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Focus Partners Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.