Samalin Investment Counsel’s Western Midstream Partners WES Stock Holding History

Samalin Investment Counsel’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	$1.69M	Buy	38,560 +794	+2%	+$34.2K	0.53%	47
2026 Q1	$1.55M	Buy	37,766 +3,533	+10%	+$146K	0.55%	43
2025 Q4	$1.35M	Sell	34,233 -1,774	-5%	-$68.8K	0.48%	48
2025 Q3	$1.41M	Buy	36,007 +5,003	+16%	+$195K	0.49%	49
2025 Q2	$1.2M	Buy	31,004 +1,284	+4%	+$48.9K	0.46%	53
2025 Q1	$1.22M	Buy	29,720 +1,490	+5%	+$60.7K	0.49%	46
2024 Q4	$1.08M	Buy	+28,230	New	+$1.09M	0.47%	55
2024 Q2	–	Sell	-12,207	Closed	-$434K	–	281
2024 Q1	$434K	Buy	+12,207	New	+$379K	0.21%	168

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

Samalin Investment Counsel's WES Position: Q2 2026 in Review

Samalin Investment Counsel increased its Western Midstream Partners (WES) stake by 2.1% in Q2 2026, buying an estimated $34.2K and bringing the position to 38,560 shares worth $1.69M. The position accounts for 0.53% of the portfolio, ranked #47.

Samalin Investment Counsel first reported a position in WES in Q1 2024 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Samalin Investment Counsel held 38,560 shares of Western Midstream Partners worth $1.69M as of Q2 2026.
Samalin Investment Counsel bought 794 Western Midstream Partners shares in Q2 2026, an estimated $34.2K.
Western Midstream Partners made up 0.53% of Samalin Investment Counsel's portfolio in Q2 2026, its #47 holding.
Samalin Investment Counsel first reported a position in Western Midstream Partners in Q1 2024 and has held it in 8 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.