Mark Sheptoff Financial Planning’s Hess Midstream HESM Stock Holding History

Mark Sheptoff Financial Planning’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	$43.2K	Hold	1,150	–	–	0.02%	197
2026 Q1	$45.1K	Buy	1,150 +250	+28%	+$9.26K	0.02%	187
2025 Q4	$31.1K	Hold	900	–	–	0.01%	235
2025 Q3	$31.1K	Sell	900 -7,495	-89%	-$297K	0.01%	231
2025 Q2	$323K	Sell	8,395 -1,100	-12%	-$41.9K	0.17%	73
2025 Q1	$402K	Buy	9,495 +1,750	+23%	+$71.4K	0.22%	63
2024 Q4	$287K	Sell	7,745 -305	-4%	-$11K	0.15%	75
2024 Q3	$284K	Buy	+8,050	New	+$295K	0.15%	81

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

Mark Sheptoff Financial Planning's HESM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Hess Midstream (HESM) position steady in Q2 2026 at 1,150 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #197.

Mark Sheptoff Financial Planning first reported a position in HESM in Q3 2024 and has held it in 8 quarters since. The position peaked at $402K in Q1 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Mark Sheptoff Financial Planning held 1,150 shares of Hess Midstream worth $43.2K as of Q2 2026.
Mark Sheptoff Financial Planning left its Hess Midstream share count unchanged in Q2 2026.
Hess Midstream made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #197 holding.
Mark Sheptoff Financial Planning first reported a position in Hess Midstream in Q3 2024 and has held it in 8 quarters since.
Mark Sheptoff Financial Planning's Hess Midstream position peaked at $402K in Q1 2025.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.