Horizon Financial Services’s Hess HES Stock Holding History

Horizon Financial Services’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	-3	Closed	-$416	–	364
2025 Q2	$416	Hold	3	–	–	﹤0.01%	299
2025 Q1	$479	Sell	3 -10	-77%	-$1.47K	﹤0.01%	268
2024 Q4	$1.73K	Hold	13	–	–	﹤0.01%	181
2024 Q3	$1.76K	Hold	13	–	–	﹤0.01%	188
2024 Q2	$1.92K	Hold	13	–	–	﹤0.01%	176
2024 Q1	$1.98K	Buy	+13	New	+$1.89K	﹤0.01%	179

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

Horizon Financial Services's HES Position: Q3 2025 in Review

Horizon Financial Services sold out of Hess (HES) in Q3 2025, closing a stake of 3 shares — an estimated $416 sold.

Horizon Financial Services first reported a position in HES in Q1 2024 and held it in 6 quarters. The position peaked at $1.98K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Horizon Financial Services reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Horizon Financial Services sold 3 Hess shares in Q3 2025, an estimated $416.
Horizon Financial Services first reported a position in Hess in Q1 2024 and held it in 6 quarters.
Horizon Financial Services's Hess position peaked at $1.98K in Q1 2024.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Horizon Financial Services's 13F filing for Q3 2025, filed 12 Nov 2025.