Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-9,065
Closed -$1.26M 7983
2025
Q3
$1.26M Sell
9,065
-5,622
-38% -$831K ﹤0.01% 2583
2025
Q2
$2.06M Buy
14,687
+8,092
+123% +$1.09M ﹤0.01% 1882
2025
Q1
$1.05M Sell
6,595
-2,068
-24% -$304K ﹤0.01% 2200
2024
Q4
$781K Buy
8,663
+2,984
+53% +$417K ﹤0.01% 2395
2024
Q3
$772K Buy
5,679
+537
+10% +$74.7K ﹤0.01% 2478
2024
Q2
$759K Sell
5,142
-150
-3% -$23K ﹤0.01% 2423
2024
Q1
$808K Sell
5,292
-5,623
-52% -$817K ﹤0.01% 2524
2023
Q4
$1.57M Sell
10,915
-11,259
-51% -$1.65M ﹤0.01% 2065
2023
Q3
$3.39M Buy
22,174
+9,753
+79% +$1.47M 0.01% 1567
2023
Q2
$1.69M Buy
12,421
+899
+8% +$123K ﹤0.01% 2027
2023
Q1
$1.54M Sell
11,522
-8,806
-43% -$1.23M ﹤0.01% 2059
2022
Q4
$2.88M Buy
20,328
+8,488
+72% +$1.17M 0.01% 1478
2022
Q3
$1.29M Sell
11,840
-5,629
-32% -$624K ﹤0.01% 1982
2022
Q2
$1.85M Buy
17,469
+5,597
+47% +$633K ﹤0.01% 1718
2022
Q1
$1.19M Buy
11,872
+7,034
+145% +$667K ﹤0.01% 2405
2021
Q4
$360K Sell
4,838
-5,314
-52% -$431K ﹤0.01% 3386
2021
Q3
$796K Sell
10,152
-3,215
-24% -$237K ﹤0.01% 2561
2021
Q2
$1.17M Buy
13,367
+8,676
+185% +$700K ﹤0.01% 2198
2021
Q1
$334K Sell
4,691
-2,373
-34% -$152K ﹤0.01% 3283
2020
Q4
$372K Sell
7,064
-456
-6% -$20.7K ﹤0.01% 2912
2020
Q3
$332K Sell
7,520
-1,323
-15% -$62.9K ﹤0.01% 2801
2020
Q2
$457K Sell
8,843
-13,504
-60% -$618K ﹤0.01% 2420
2020
Q1
$329K Buy
+22,347
New +$1.21M ﹤0.01% 2449

Other funds holding HES

Osaic Holdings's HES Position: Q4 2025 in Review

Osaic Holdings sold out of Hess (HES) in Q4 2025, closing a stake of 9,065 shares — an estimated $1.26M sold.

Osaic Holdings first reported a position in HES in Q1 2020 and held it in 23 quarters. The position peaked at $3.39M in Q3 2023. 2 funds tracked by Wall St. Rank hold HES as of Q4 2025.

  • Osaic Holdings reported no remaining Hess position as of Q4 2025 after selling out during the quarter.
  • Osaic Holdings sold 9,065 Hess shares in Q4 2025, an estimated $1.26M.
  • Osaic Holdings first reported a position in Hess in Q1 2020 and held it in 23 quarters.
  • Osaic Holdings's Hess position peaked at $3.39M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Hess as of Q4 2025.

Based on Osaic Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.