Mather Group’s Hess Midstream HESM Stock Holding History

Mather Group’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 Q3	–	Sell	-155	Closed	-$5.83K	–	2278
2026 Q2	$5.83K	Hold	155	–	–	﹤0.01%	1595
2026 Q1	$6.02K	Buy	+155	New	+$5.74K	﹤0.01%	1542
2025 Q4	–	Sell	-213	Closed	-$7.36K	–	1065
2025 Q3	$7.36K	Buy	+213	New	+$8.45K	﹤0.01%	1322
2025 Q2	–	Sell	-213	Closed	-$9.01K	–	1076
2025 Q1	$9.01K	Hold	213	–	–	﹤0.01%	1279
2024 Q4	$7.89K	Hold	213	–	–	﹤0.01%	1293
2024 Q3	$7.51K	Sell	213 -341	-62%	-$12.5K	﹤0.01%	1225
2024 Q2	$20K	Sell	554 -50	-8%	-$1.76K	﹤0.01%	1261
2024 Q1	$19.1K	Buy	+604	New	+$20.4K	﹤0.01%	1071

Other funds holding HESM

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Mather Group's HESM Position: Q3 2026 in Review

Mather Group sold out of Hess Midstream (HESM) in Q3 2026, closing a stake of 155 shares — an estimated $5.83K sold.

Mather Group first reported a position in HESM in Q1 2024 and held it in 8 quarters. The position peaked at $20K in Q2 2024. 32 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

Mather Group reported no remaining Hess Midstream position as of Q3 2026 after selling out during the quarter.
Mather Group sold 155 Hess Midstream shares in Q3 2026, an estimated $5.83K.
Mather Group first reported a position in Hess Midstream in Q1 2024 and held it in 8 quarters.
Mather Group's Hess Midstream position peaked at $20K in Q2 2024.
32 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.