Hardy Reed’s Hess Midstream HESM Stock Holding History

Hardy Reed’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	$253K	Hold	6,740	–	–	0.02%	218
2026 Q1	$262K	Sell	6,740 -4,300	-39%	-$159K	0.02%	204
2025 Q4	$381K	Sell	11,040 -2,650	-19%	-$89.1K	0.03%	169
2025 Q3	$473K	Sell	13,690 -6,400	-32%	-$254K	0.03%	144
2025 Q2	$774K	Buy	20,090 +11,100	+123%	+$423K	0.06%	108
2025 Q1	$380K	Hold	8,990	–	–	0.03%	155
2024 Q4	$333K	Buy	8,990 +450	+5%	+$16.2K	0.03%	175
2024 Q3	$301K	Hold	8,540	–	–	0.03%	187
2024 Q2	$311K	Buy	+8,540	New	+$301K	0.03%	176

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

Hardy Reed's HESM Position: Q2 2026 in Review

Hardy Reed held its Hess Midstream (HESM) position steady in Q2 2026 at 6,740 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #218.

Hardy Reed first reported a position in HESM in Q2 2024 and has held it in 9 quarters since. The position peaked at $774K in Q2 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Hardy Reed held 6,740 shares of Hess Midstream worth $253K as of Q2 2026.
Hardy Reed left its Hess Midstream share count unchanged in Q2 2026.
Hess Midstream made up 0.02% of Hardy Reed's portfolio in Q2 2026, its #218 holding.
Hardy Reed first reported a position in Hess Midstream in Q2 2024 and has held it in 9 quarters since.
Hardy Reed's Hess Midstream position peaked at $774K in Q2 2025.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.