Howard Financial Services’s Western Midstream Partners WES Stock Holding History

Howard Financial Services’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$499K	Buy	11,401 +222	+2%	+$9.56K	0.05%	149
2026 Q1	$460K	Buy	11,179 +232	+2%	+$9.59K	0.05%	136
2025 Q4	$432K	Buy	10,947 +249	+2%	+$9.65K	0.05%	122
2025 Q3	$420K	Sell	10,698 -253	-2%	-$9.88K	0.05%	122
2025 Q2	$424K	Buy	10,951 +736	+7%	+$28K	0.06%	117
2025 Q1	$418K	Buy	10,215 +215	+2%	+$8.76K	0.06%	116
2024 Q4	$384K	Buy	+10,000	New	+$386K	0.05%	122

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Howard Financial Services's WES Position: Q2 2026 in Review

Howard Financial Services increased its Western Midstream Partners (WES) stake by 2% in Q2 2026, buying an estimated $9.56K and bringing the position to 11,401 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #149.

Howard Financial Services first reported a position in WES in Q4 2024 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Howard Financial Services held 11,401 shares of Western Midstream Partners worth $499K as of Q2 2026.
Howard Financial Services bought 222 Western Midstream Partners shares in Q2 2026, an estimated $9.56K.
Western Midstream Partners made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #149 holding.
Howard Financial Services first reported a position in Western Midstream Partners in Q4 2024 and has held it in 7 quarters since.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.