Schroder Investment Management Group
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Schroder Investment Management Group’s Hess Midstream HESM Stock Holding History

Schroder Investment Management 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
Q2 		$4.39M Sell
117,513
-6,558
-5% -$252K ﹤0.01% 804
2026
Q1 		$4.9M Sell
124,071
-2,036
-2% -$75.4K ﹤0.01% 784
2025
Q4 		$4.35M Sell
126,107
-610,441
-83% -$20.5M ﹤0.01% 771
2025
Q3 		$25.6M Buy
736,548
+46,217
+7% +$1.83M 0.02% 470
2025
Q2 		$26.6M Buy
690,331
+110,560
+19% +$4.21M 0.02% 456
2025
Q1 		$24.6M Buy
579,771
+181,432
+46% +$7.4M 0.02% 455
2024
Q4 		$14.7M Buy
398,339
+84,461
+27% +$3.04M 0.01% 583
2024
Q3 		$11M Buy
313,878
+42,629
+16% +$1.56M 0.01% 643
2024
Q2 		$9.88M Buy
271,249
+77,690
+40% +$2.74M 0.01% 638
2024
Q1 		$6.99M Buy
193,559
+72,084
+59% +$2.44M 0.01% 724
2023
Q4 		$3.84M Buy
+121,475
New +$3.72M 0.01% 816
2022
Q3 		– Sell
-26,266
Closed -$740K – 1302
2022
Q2 		$740K Sell
26,266
-9,951
-27% -$307K ﹤0.01% 1117
2022
Q1 		$1.12M Sell
36,217
-509,568
-93% -$15.4M ﹤0.01% 1113
2021
Q4 		$15.1M Buy
545,785
+150,617
+38% +$3.91M 0.02% 532
2021
Q3 		$11.1M Sell
395,168
-52,709
-12% -$1.34M 0.02% 608
2021
Q2 		$11.3M Buy
447,877
+381,302
+573% +$9.2M 0.01% 636
2021
Q1 		$1.49M Buy
+66,575
New +$1.43M ﹤0.01% 1062

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group's HESM Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Hess Midstream (HESM) stake by 5.3% in Q2 2026, selling an estimated $252K and leaving 117,513 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Schroder Investment Management Group first reported a position in HESM in Q1 2021 and has held it in 17 quarters since. The position peaked at $26.6M in Q2 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Schroder Investment Management Group held 117,513 shares of Hess Midstream worth $4.39M as of Q2 2026.
  • Schroder Investment Management Group sold 6,558 Hess Midstream shares in Q2 2026, an estimated $252K.
  • Hess Midstream made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #804 holding.
  • Schroder Investment Management Group first reported a position in Hess Midstream in Q1 2021 and has held it in 17 quarters since.
  • Schroder Investment Management Group's Hess Midstream position peaked at $26.6M in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.