Great Valley Advisor Group’s Hess Midstream HESM Stock Holding History

Great Valley Advisor Group’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	$201K	Sell	5,339 -787	-13%	-$30.2K	﹤0.01%	995
2026 Q1	$238K	Buy	6,126 +7	+0.1%	+$259	﹤0.01%	887
2025 Q4	$211K	Sell	6,119 -143	-2%	-$4.81K	﹤0.01%	885
2025 Q3	$216K	Sell	6,262 -397	-6%	-$15.7K	﹤0.01%	870
2025 Q2	$256K	Buy	6,659 +6	+0.1%	+$229	0.01%	791
2025 Q1	$281K	Sell	6,653 -99	-1%	-$4.04K	0.01%	745
2024 Q4	$250K	Buy	6,752 +1,006	+18%	+$36.2K	0.01%	745
2024 Q3	$203K	Buy	5,746 +156	+3%	+$5.72K	0.01%	805
2024 Q2	$204K	Sell	5,590 -83	-1%	-$2.93K	0.01%	745
2024 Q1	$205K	Buy	+5,673	New	+$192K	0.01%	707
2023 Q3	–	Sell	-6,652	Closed	-$204K	–	699
2023 Q2	$204K	Sell	6,652 -593	-8%	-$17.1K	0.01%	657
2023 Q1	$210K	Buy	+7,245	New	+$211K	0.01%	643

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

Great Valley Advisor Group's HESM Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Hess Midstream (HESM) stake by 13% in Q2 2026, selling an estimated $30.2K and leaving 5,339 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Great Valley Advisor Group first reported a position in HESM in Q1 2023 and has held it in 12 quarters since. The position peaked at $281K in Q1 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Great Valley Advisor Group held 5,339 shares of Hess Midstream worth $201K as of Q2 2026.
Great Valley Advisor Group sold 787 Hess Midstream shares in Q2 2026, an estimated $30.2K.
Hess Midstream made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #995 holding.
Great Valley Advisor Group first reported a position in Hess Midstream in Q1 2023 and has held it in 12 quarters since.
Great Valley Advisor Group's Hess Midstream position peaked at $281K in Q1 2025.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.