Fortitude Family Office’s Hess HES Stock Holding History

Fortitude Family Office’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	-74	Closed	-$10.3K	–	2053
2025 Q2	$10.3K	Buy	+74	New	+$9.99K	﹤0.01%	544
2024 Q3	–	Sell	-38	Closed	-$5.61K	–	1233
2024 Q2	$5.61K	Hold	38	–	–	﹤0.01%	552
2024 Q1	$5.8K	Sell	38 -15	-28%	-$2.18K	﹤0.01%	542
2023 Q4	$7.64K	Buy	+53	New	+$7.77K	0.01%	481

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

Fortitude Family Office's HES Position: Q3 2025 in Review

Fortitude Family Office sold out of Hess (HES) in Q3 2025, closing a stake of 74 shares — an estimated $10.3K sold.

Fortitude Family Office first reported a position in HES in Q4 2023 and held it in 4 quarters. The position peaked at $10.3K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Fortitude Family Office reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Fortitude Family Office sold 74 Hess shares in Q3 2025, an estimated $10.3K.
Fortitude Family Office first reported a position in Hess in Q4 2023 and held it in 4 quarters.
Fortitude Family Office's Hess position peaked at $10.3K in Q2 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.