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Kaizen Financial Strategies’s Hess Midstream HESM Stock Holding History

Kaizen Financial Strategies’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 		$313K Buy
8,271
+121
+1% +$4.65K 0.1% 135
2026
Q1 		$308K Sell
8,150
-1,144
-12% -$42.4K 0.13% 122
2025
Q4 		$321K Sell
9,294
-527
-5% -$17.7K 0.14% 122
2025
Q3 		$329K Sell
9,821
-3,001
-23% -$119K 0.15% 115
2025
Q2 		$494K Buy
12,822
+231
+2% +$8.8K 0.25% 74
2025
Q1 		$532K Buy
12,591
+172
+1% +$7.02K 0.31% 59
2024
Q4 		$460K Buy
12,419
+235
+2% +$8.46K 0.26% 68
2024
Q3 		$430K Buy
12,184
+1,180
+11% +$43.3K 0.25% 68
2024
Q2 		$415K Buy
11,004
+100
+0.9% +$3.53K 0.26% 65
2024
Q1 		$394K Buy
10,904
+2,379
+28% +$80.4K 0.27% 70
2023
Q4 		$270K Buy
+8,525
New +$261K 0.2% 88

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HM
Heronetta Management New York $109M AUM 18.09% 1-Year Est. Return

Kaizen Financial Strategies's HESM Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Hess Midstream (HESM) stake by 1.5% in Q2 2026, buying an estimated $4.65K and bringing the position to 8,271 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #135.

Kaizen Financial Strategies first reported a position in HESM in Q4 2023 and has held it in 11 quarters since. The position peaked at $532K in Q1 2025. 71 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Kaizen Financial Strategies held 8,271 shares of Hess Midstream worth $313K as of Q2 2026.
  • Kaizen Financial Strategies bought 121 Hess Midstream shares in Q2 2026, an estimated $4.65K.
  • Hess Midstream made up 0.1% of Kaizen Financial Strategies's portfolio in Q2 2026, its #135 holding.
  • Kaizen Financial Strategies first reported a position in Hess Midstream in Q4 2023 and has held it in 11 quarters since.
  • Kaizen Financial Strategies's Hess Midstream position peaked at $532K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.