FDW
HES

Fourth Dimension Wealth’s Hess HES Stock Holding History

Fourth Dimension 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
-150
Closed -$20.8K – 598
2025
Q2 		$20.8K Hold
150
– – 0.01% 315
2025
Q1 		$24K Hold
150
– – 0.01% 298
2024
Q4 		$20K Buy
+150
New +$20.9K 0.01% 322

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Fourth Dimension Wealth's HES Position: Q3 2025 in Review

Fourth Dimension Wealth sold out of Hess (HES) in Q3 2025, closing a stake of 150 shares — an estimated $20.8K sold.

Fourth Dimension Wealth first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $24K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Fourth Dimension Wealth reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 150 Hess shares in Q3 2025, an estimated $20.8K.
  • Fourth Dimension Wealth first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Fourth Dimension Wealth's Hess position peaked at $24K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Fourth Dimension Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.