Fort Washington Investment Advisors
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Fort Washington Investment Advisors’s Hess Midstream HESM Stock Holding History

Fort Washington Investment Advisors’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
Q3 		$1.58M Sell
42,154
-7,672
-15% -$304K 0.01% 277
2026
Q2 		$1.87M Buy
49,826
+15,625
+46% +$600K 0.01% 269
2026
Q1 		$1.33M Sell
34,201
-18,649
-35% -$691K 0.01% 290
2025
Q4 		$1.82M Sell
52,850
-7,175
-12% -$241K 0.01% 268
2025
Q3 		$2.07M Sell
60,025
-7,690
-11% -$305K 0.01% 252
2025
Q2 		$2.61M Buy
67,715
+2,570
+4% +$97.9K 0.02% 245
2025
Q1 		$2.75M Buy
65,145
+58,849
+935% +$2.4M 0.02% 241
2024
Q4 		$233K Hold
6,296
– – ﹤0.01% 386
2024
Q3 		$222K Buy
+6,296
New +$231K ﹤0.01% 391
2024
Q2 		– Sell
-28,162
Closed -$1.02M – 405
2024
Q1 		$1.02M Buy
28,162
+16,423
+140% +$555K 0.01% 288
2023
Q4 		$371K Buy
11,739
+4,739
+68% +$145K ﹤0.01% 335
2023
Q3 		$204K Buy
+7,000
New +$211K ﹤0.01% 372
2023
Q1 		– Sell
-12,300
Closed -$368K – 383
2022
Q4 		$368K Buy
+12,300
New +$351K ﹤0.01% 332
2022
Q2 		– Sell
-12,200
Closed -$366K – 451
2022
Q1 		$366K Buy
+12,200
New +$369K ﹤0.01% 429

Other funds holding HESM

SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Fort Washington Investment Advisors's HESM Position: Q3 2026 in Review

Fort Washington Investment Advisors reduced its Hess Midstream (HESM) stake by 15% in Q3 2026, selling an estimated $304K and leaving 42,154 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #277.

Fort Washington Investment Advisors first reported a position in HESM in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.75M in Q1 2025. 21 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

  • Fort Washington Investment Advisors held 42,154 shares of Hess Midstream worth $1.58M as of Q3 2026.
  • Fort Washington Investment Advisors sold 7,672 Hess Midstream shares in Q3 2026, an estimated $304K.
  • Hess Midstream made up 0.01% of Fort Washington Investment Advisors's portfolio in Q3 2026, its #277 holding.
  • Fort Washington Investment Advisors first reported a position in Hess Midstream in Q1 2022 and has held it in 14 quarters since.
  • Fort Washington Investment Advisors's Hess Midstream position peaked at $2.75M in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.