Kestra Private Wealth Services’s Hess Midstream HESM Stock Holding History

Kestra Private Wealth Services’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	$1.1M	Buy	29,167 +1,240	+4%	+$47.6K	0.01%	853
2026 Q1	$1.09M	Buy	27,927 +2,161	+8%	+$80.1K	0.01%	795
2025 Q4	$889K	Buy	25,766 +330	+1%	+$11.1K	0.01%	857
2025 Q3	$879K	Sell	25,436 -4,834	-16%	-$192K	0.01%	837
2025 Q2	$1.17M	Buy	30,270 +6,064	+25%	+$231K	0.02%	684
2025 Q1	$1.02M	Buy	+24,206	New	+$987K	0.02%	673

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

Kestra Private Wealth Services's HESM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Hess Midstream (HESM) stake by 4.4% in Q2 2026, buying an estimated $47.6K and bringing the position to 29,167 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #853.

Kestra Private Wealth Services first reported a position in HESM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Kestra Private Wealth Services held 29,167 shares of Hess Midstream worth $1.1M as of Q2 2026.
Kestra Private Wealth Services bought 1,240 Hess Midstream shares in Q2 2026, an estimated $47.6K.
Hess Midstream made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #853 holding.
Kestra Private Wealth Services first reported a position in Hess Midstream in Q1 2025 and has held it in 6 quarters since.
Kestra Private Wealth Services's Hess Midstream position peaked at $1.17M in Q2 2025.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.