MAWA
HES

Moss Adams Wealth Advisors’s Hess HES Stock Holding History

Moss Adams Wealth Advisors’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,682
Closed -$224K – 225
2024
Q4 		$224K Buy
1,682
+85
+5% +$11.9K 0.02% 183
2024
Q3 		$217K Buy
+1,597
New +$222K 0.02% 184

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Moss Adams Wealth Advisors's HES Position: Q1 2025 in Review

Moss Adams Wealth Advisors sold out of Hess (HES) in Q1 2025, closing a stake of 1,682 shares — an estimated $224K sold.

Moss Adams Wealth Advisors first reported a position in HES in Q3 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 884 funds tracked by Wall St. Rank hold HES as of Q1 2025.

  • Moss Adams Wealth Advisors reported no remaining Hess position as of Q1 2025 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 1,682 Hess shares in Q1 2025, an estimated $224K.
  • Moss Adams Wealth Advisors first reported a position in Hess in Q3 2024 and held it in 2 quarters.
  • Moss Adams Wealth Advisors's Hess position peaked at $224K in Q4 2024.
  • 884 funds tracked by Wall St. Rank held Hess as of Q1 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.