MAI Capital Management’s Hess Midstream HESM Stock Holding History

MAI Capital Management’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	–	Sell	-699	Closed	-$27.2K	–	3208
2026 Q1	$27.2K	Sell	699 -66	-9%	-$2.45K	﹤0.01%	2613
2025 Q4	$26.4K	Buy	765 +75	+11%	+$2.52K	﹤0.01%	2370
2025 Q3	$23.8K	Hold	690	–	–	﹤0.01%	2331
2025 Q2	$26.6K	Hold	690	–	–	﹤0.01%	2211
2025 Q1	$29.2K	Hold	690	–	–	﹤0.01%	2018
2024 Q4	$25.6K	Buy	+690	New	+$24.8K	﹤0.01%	2109

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

MAI Capital Management's HESM Position: Q2 2026 in Review

MAI Capital Management sold out of Hess Midstream (HESM) in Q2 2026, closing a stake of 699 shares — an estimated $27.2K sold.

MAI Capital Management first reported a position in HESM in Q4 2024 and held it in 6 quarters. The position peaked at $29.2K in Q1 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

MAI Capital Management reported no remaining Hess Midstream position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 699 Hess Midstream shares in Q2 2026, an estimated $27.2K.
MAI Capital Management first reported a position in Hess Midstream in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Hess Midstream position peaked at $29.2K in Q1 2025.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.