GKIM
HES

GW&K Investment Management’s Hess HES Stock Holding History

GW&K Investment Management’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
-574
Closed -$80K – 1001
2025
Q2 		$80K Buy
574
+36
+7% +$4.86K ﹤0.01% 447
2025
Q1 		$86K Buy
538
+9
+2% +$1.32K ﹤0.01% 421
2024
Q4 		$70K Buy
529
+41
+8% +$5.72K ﹤0.01% 428
2024
Q3 		$66K Sell
488
-4
-0.8% -$556 ﹤0.01% 433
2024
Q2 		$73K Buy
492
+10
+2% +$1.53K ﹤0.01% 408
2024
Q1 		$74K Sell
482
-9,817
-95% -$1.43M ﹤0.01% 391
2023
Q4 		$1.49M Sell
10,299
-109,771
-91% -$16.1M 0.01% 313
2023
Q3 		$18.4M Sell
120,070
-2,993
-2% -$451K 0.18% 187
2023
Q2 		$16.7M Sell
123,063
-1,566
-1% -$214K 0.16% 195
2023
Q1 		$16.5M Sell
124,629
-2,004
-2% -$279K 0.16% 188
2022
Q4 		$18M Sell
126,633
-5,906
-4% -$811K 0.18% 183
2022
Q3 		$14.4M Buy
132,539
+393
+0.3% +$43.6K 0.16% 189
2022
Q2 		$14M Buy
132,146
+32,803
+33% +$3.71M 0.15% 192
2022
Q1 		$10.6M Buy
+99,343
New +$9.42M 0.09% 212

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 $7.49B AUM 24.82% 1-Year Est. Return

GW&K Investment Management's HES Position: Q3 2025 in Review

GW&K Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 574 shares — an estimated $80K sold.

GW&K Investment Management first reported a position in HES in Q1 2022 and held it in 14 quarters. The position peaked at $18.4M in Q3 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • GW&K Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • GW&K Investment Management sold 574 Hess shares in Q3 2025, an estimated $80K.
  • GW&K Investment Management first reported a position in Hess in Q1 2022 and held it in 14 quarters.
  • GW&K Investment Management's Hess position peaked at $18.4M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on GW&K Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.