Kovitz Investment Group Partners’s Hess Midstream HESM Stock Holding History

Kovitz Investment Group Partners’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
2025 Q3	–	Sell	-44,932	Closed	-$1.73M	–	1439
2025 Q2	$1.73M	Buy	44,932 +4,253	+10%	+$162K	0.01%	669
2025 Q1	$1.72M	Sell	40,679 -10,912	-21%	-$445K	0.01%	613
2024 Q4	$1.91M	Sell	51,591 -292	-0.6%	-$10.5K	0.01%	580
2024 Q3	$1.83M	Buy	+51,883	New	+$1.9M	0.01%	502

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kovitz Investment Group Partners's HESM Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 44,932 shares — an estimated $1.73M sold.

Kovitz Investment Group Partners first reported a position in HESM in Q3 2024 and held it in 4 quarters. The position peaked at $1.91M in Q4 2024. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

Kovitz Investment Group Partners reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 44,932 Hess Midstream shares in Q3 2025, an estimated $1.73M.
Kovitz Investment Group Partners first reported a position in Hess Midstream in Q3 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's Hess Midstream position peaked at $1.91M in Q4 2024.
267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.