LPL Financial
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LPL Financial’s Hess Midstream HESM Stock Holding History

LPL Financial’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 		$9.04M Buy
240,412
+35,848
+18% +$1.38M ﹤0.01% 2236
2026
Q1 		$7.95M Buy
204,564
+6,058
+3% +$224K ﹤0.01% 2196
2025
Q4 		$6.85M Sell
198,506
-23,427
-11% -$788K ﹤0.01% 2266
2025
Q3 		$7.67M Sell
221,933
-9,775
-4% -$388K ﹤0.01% 2119
2025
Q2 		$8.92M Buy
231,708
+36,280
+19% +$1.38M ﹤0.01% 1827
2025
Q1 		$8.26M Buy
195,428
+818
+0.4% +$33.4K ﹤0.01% 1745
2024
Q4 		$7.21M Buy
194,610
+8,942
+5% +$322K ﹤0.01% 1784
2024
Q3 		$6.55M Buy
185,668
+42,005
+29% +$1.54M ﹤0.01% 1773
2024
Q2 		$5.24M Buy
143,663
+71
+0% +$2.51K ﹤0.01% 1806
2024
Q1 		$5.19M Buy
143,592
+25,495
+22% +$861K ﹤0.01% 1750
2023
Q4 		$3.74M Sell
118,097
-2,613
-2% -$80K ﹤0.01% 1888
2023
Q3 		$3.52M Buy
120,710
+30,211
+33% +$911K ﹤0.01% 1823
2023
Q2 		$2.78M Buy
90,499
+2,808
+3% +$81K ﹤0.01% 1981
2023
Q1 		$2.54M Buy
87,691
+25,318
+41% +$737K ﹤0.01% 1952
2022
Q4 		$1.87M Buy
62,373
+2,268
+4% +$64.8K ﹤0.01% 2122
2022
Q3 		$1.53M Buy
60,105
+4,961
+9% +$142K ﹤0.01% 2189
2022
Q2 		$1.54M Buy
55,144
+78
+0.1% +$2.41K ﹤0.01% 2229
2022
Q1 		$1.65M Buy
55,066
+2,626
+5% +$79.3K ﹤0.01% 2208
2021
Q4 		$1.45M Buy
52,440
+14,145
+37% +$367K ﹤0.01% 2343
2021
Q3 		$1.08M Buy
38,295
+1,213
+3% +$30.7K ﹤0.01% 2551
2021
Q2 		$936K Buy
37,082
+6,683
+22% +$161K ﹤0.01% 2620
2021
Q1 		$682K Buy
30,399
+19,178
+171% +$413K ﹤0.01% 2749
2020
Q4 		$220K Buy
11,221
+946
+9% +$17.1K ﹤0.01% 3449
2020
Q3 		$155K Sell
10,275
-2,632
-20% -$45.8K ﹤0.01% 3273
2020
Q2 		$236K Buy
12,907
+221
+2% +$3.69K ﹤0.01% 3012
2020
Q1 		$129K Buy
+12,686
New +$239K ﹤0.01% 2937

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's HESM Position: Q2 2026 in Review

LPL Financial increased its Hess Midstream (HESM) stake by 18% in Q2 2026, buying an estimated $1.38M and bringing the position to 240,412 shares worth $9.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

LPL Financial first reported a position in HESM in Q1 2020 and has held it in 26 quarters since. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • LPL Financial held 240,412 shares of Hess Midstream worth $9.04M as of Q2 2026.
  • LPL Financial bought 35,848 Hess Midstream shares in Q2 2026, an estimated $1.38M.
  • Hess Midstream made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2236 holding.
  • LPL Financial first reported a position in Hess Midstream in Q1 2020 and has held it in 26 quarters since.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.