Pathstone Holdings’s Western Midstream Partners WES Stock Holding History

Pathstone Holdings’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.64M	Hold	83,078	–	–	0.01%	796
2026 Q1	$3.42M	Buy	83,078 +142	+0.2%	+$5.87K	0.01%	738
2025 Q4	$3.28M	Buy	82,936 +152	+0.2%	+$5.89K	0.01%	762
2025 Q3	$3.25M	Buy	82,784 +49,447	+148%	+$1.93M	0.01%	753
2025 Q2	$1.29M	Buy	33,337 +10	+0%	+$381	0.01%	1255
2025 Q1	$1.37M	Buy	33,327 +7,058	+27%	+$287K	0.01%	1205
2024 Q4	$1.01M	Sell	26,269 -8,263	-24%	-$319K	﹤0.01%	1364
2024 Q3	$1.32M	Buy	34,532 +1,069	+3%	+$42.1K	0.01%	1214
2024 Q2	$1.33M	Buy	33,463 +66	+0.2%	+$2.43K	0.01%	1155
2024 Q1	$1.19M	Buy	33,397 +56	+0.2%	+$1.74K	0.01%	1180
2023 Q4	$976K	Buy	+33,341	New	+$931K	0.01%	1094

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Pathstone Holdings's WES Position: Q2 2026 in Review

Pathstone Holdings held its Western Midstream Partners (WES) position steady in Q2 2026 at 83,078 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #796.

Pathstone Holdings first reported a position in WES in Q4 2023 and has held it in 11 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Pathstone Holdings held 83,078 shares of Western Midstream Partners worth $3.64M as of Q2 2026.
Pathstone Holdings left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #796 holding.
Pathstone Holdings first reported a position in Western Midstream Partners in Q4 2023 and has held it in 11 quarters since.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.