Horizon Investments
HES icon

Horizon Investments’s Hess HES Stock Holding History

Horizon Investments’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
-4,579
Closed -$634K – 1236
2025
Q2 		$634K Buy
4,579
+601
+15% +$81.1K 0.01% 687
2025
Q1 		$635K Buy
3,978
+198
+5% +$29.1K 0.02% 340
2024
Q4 		$503K Buy
3,780
+31
+0.8% +$4.33K 0.01% 371
2024
Q3 		$509K Sell
3,749
-24
-0.6% -$3.34K 0.01% 366
2024
Q2 		$557K Buy
3,773
+60
+2% +$9.2K 0.02% 351
2024
Q1 		$567K Buy
3,713
+3
+0.1% +$436 0.01% 342
2023
Q4 		$535K Sell
3,710
-232
-6% -$34K 0.01% 323
2023
Q3 		$603K Buy
3,942
+97
+3% +$14.6K 0.02% 248
2023
Q2 		$523K Buy
3,845
+502
+15% +$68.7K 0.02% 289
2023
Q1 		$442K Sell
3,343
-87
-3% -$12.1K 0.01% 316
2022
Q4 		$486K Buy
3,430
+379
+12% +$52.1K 0.01% 376
2022
Q3 		$333K Buy
3,051
+611
+25% +$67.7K 0.01% 386
2022
Q2 		$258K Sell
2,440
-520
-18% -$58.8K 0.01% 401
2022
Q1 		$317K Buy
+2,960
New +$281K 0.01% 433
2020
Q3 		– Sell
-6,598
Closed -$342K – 414
2020
Q2 		$342K Buy
+6,598
New +$302K 0.01% 365
2020
Q1 		– Sell
-4,638
Closed -$310K – 381
2019
Q4 		$310K Buy
4,638
+512
+12% +$33.5K 0.01% 393
2019
Q3 		$250K Sell
4,126
-3,476
-46% -$217K 0.01% 309
2019
Q2 		$483K Buy
7,602
+3,021
+66% +$187K 0.01% 260
2019
Q1 		$276K Buy
+4,581
New +$252K 0.01% 281

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brooklyn Investment Group
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Horizon Investments's HES Position: Q3 2025 in Review

Horizon Investments sold out of Hess (HES) in Q3 2025, closing a stake of 4,579 shares — an estimated $634K sold.

Horizon Investments first reported a position in HES in Q1 2019 and held it in 19 quarters. The position peaked at $635K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Horizon Investments reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Horizon Investments sold 4,579 Hess shares in Q3 2025, an estimated $634K.
  • Horizon Investments first reported a position in Hess in Q1 2019 and held it in 19 quarters.
  • Horizon Investments's Hess position peaked at $635K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Horizon Investments's 13F filing for Q3 2025, filed 14 Nov 2025.