SageView Advisory Group’s Hess Midstream HESM Stock Holding History

SageView Advisory Group’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-90	Closed	-$3.1K	–	1359
2025 Q4	$3.1K	Buy	+90	New	+$3.03K	﹤0.01%	2108

Other funds holding HESM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SageView Advisory Group's HESM Position: Q1 2026 in Review

SageView Advisory Group sold out of Hess Midstream (HESM) in Q1 2026, closing a stake of 90 shares — an estimated $3.1K sold.

SageView Advisory Group first reported a position in HESM in Q4 2025 and held it in 1 quarter. The position peaked at $3.1K in Q4 2025. 290 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

SageView Advisory Group reported no remaining Hess Midstream position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 90 Hess Midstream shares in Q1 2026, an estimated $3.1K.
SageView Advisory Group first reported a position in Hess Midstream in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Hess Midstream position peaked at $3.1K in Q4 2025.
290 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.