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Prestige Wealth Management Group’s Hess HES Stock Holding History

Prestige Wealth Management Group’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
Q3 		– Sell
-868
Closed -$120K – 1013
2025
Q2 		$120K Hold
868
– – 0.02% 199
2025
Q1 		$139K Hold
868
– – 0.03% 175
2024
Q4 		$115K Hold
868
– – 0.02% 191
2024
Q3 		$118K Hold
868
– – 0.02% 181
2024
Q2 		$128K Sell
868
-61
-7% -$9.35K 0.03% 160
2024
Q1 		$142K Hold
929
– – 0.03% 174
2023
Q4 		$134K Hold
929
– – 0.03% 165
2023
Q3 		$142K Hold
929
– – 0.04% 156
2023
Q2 		$126K Hold
929
– – 0.03% 183
2023
Q1 		$123K Hold
929
– – 0.03% 172
2022
Q4 		$132K Sell
929
-6
-0.6% -$824 0.03% 166
2022
Q3 		$102K Hold
935
– – 0.03% 171
2022
Q2 		$99K Hold
935
– – 0.03% 178
2022
Q1 		$100K Sell
935
-2,140
-70% -$203K 0.02% 183
2021
Q4 		$227K Sell
3,075
-182
-6% -$14.8K 0.05% 131
2021
Q3 		$254K Buy
3,257
+519
+19% +$38.2K 0.07% 118
2021
Q2 		$240K Buy
2,738
+61
+2% +$4.92K 0.06% 113
2021
Q1 		$189K Buy
2,677
+1,802
+206% +$115K 0.05% 128
2020
Q4 		$46K Buy
875
+6
+0.7% +$273 0.01% 257
2020
Q3 		$36K Hold
869
– – 0.01% 288
2020
Q2 		$45K Hold
869
– – 0.02% 235
2020
Q1 		$29K Hold
869
– – 0.01% 232
2019
Q4 		$58K Hold
869
– – 0.03% 192
2019
Q3 		$53K Hold
869
– – 0.03% 193
2019
Q2 		$55K Hold
869
– – 0.03% 188
2019
Q1 		$52K Sell
869
-108
-11% -$5.94K 0.03% 186
2018
Q4 		$40K Buy
+977
New +$55.7K 0.03% 213

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Prestige Wealth Management Group's HES Position: Q3 2025 in Review

Prestige Wealth Management Group sold out of Hess (HES) in Q3 2025, closing a stake of 868 shares — an estimated $120K sold.

Prestige Wealth Management Group first reported a position in HES in Q4 2018 and held it in 27 quarters. The position peaked at $254K in Q3 2021. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Prestige Wealth Management Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 868 Hess shares in Q3 2025, an estimated $120K.
  • Prestige Wealth Management Group first reported a position in Hess in Q4 2018 and held it in 27 quarters.
  • Prestige Wealth Management Group's Hess position peaked at $254K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Prestige Wealth Management Group's 13F filing for Q3 2025, filed 10 Nov 2025.