Salomon & Ludwin’s Hess HES Stock Holding History

Salomon & Ludwin’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	-11	Closed	-$1.58K	–	2154
2025 Q2	$1.58K	Hold	11	–	–	﹤0.01%	691
2025 Q1	$1.76K	Hold	11	–	–	﹤0.01%	598
2024 Q4	$1.46K	Hold	11	–	–	﹤0.01%	623
2024 Q3	$1.49K	Hold	11	–	–	﹤0.01%	635
2024 Q2	$1.62K	Sell	11 -48	-81%	-$7.36K	﹤0.01%	625
2024 Q1	$9.01K	Hold	59	–	–	﹤0.01%	567
2023 Q4	$9.03K	Hold	59	–	–	﹤0.01%	507
2023 Q3	$9.03K	Buy	+59	New	+$8.88K	﹤0.01%	505

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Salomon & Ludwin's HES Position: Q3 2025 in Review

Salomon & Ludwin sold out of Hess (HES) in Q3 2025, closing a stake of 11 shares — an estimated $1.58K sold.

Salomon & Ludwin first reported a position in HES in Q3 2023 and held it in 8 quarters. The position peaked at $9.03K in Q4 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Salomon & Ludwin reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Salomon & Ludwin sold 11 Hess shares in Q3 2025, an estimated $1.58K.
Salomon & Ludwin first reported a position in Hess in Q3 2023 and held it in 8 quarters.
Salomon & Ludwin's Hess position peaked at $9.03K in Q4 2023.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Salomon & Ludwin's 13F filing for Q3 2025, filed 21 Oct 2025.