SWP
HES

Sagespring Wealth Partners’s Hess HES Stock Holding History

Sagespring Wealth Partners’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
-2,681
Closed -$371K – 749
2025
Q2 		$371K Buy
2,681
+59
+2% +$7.97K 0.01% 514
2025
Q1 		$419K Buy
2,622
+1,108
+73% +$163K 0.01% 428
2024
Q4 		$201K Buy
+1,514
New +$211K 0.01% 588

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Sagespring Wealth Partners's HES Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of Hess (HES) in Q3 2025, closing a stake of 2,681 shares — an estimated $371K sold.

Sagespring Wealth Partners first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $419K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 2,681 Hess shares in Q3 2025, an estimated $371K.
  • Sagespring Wealth Partners first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Sagespring Wealth Partners's Hess position peaked at $419K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.