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Sequoia Financial Advisors’s Hess Midstream HESM Stock Holding History

Sequoia Financial Advisors’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 		$327K Hold
8,700
– – ﹤0.01% 1614
2026
Q1 		$338K Buy
8,700
+699
+9% +$25.9K ﹤0.01% 1495
2025
Q4 		$276K Buy
8,001
+501
+7% +$16.8K ﹤0.01% 1602
2025
Q3 		$259K Hold
7,500
– – ﹤0.01% 1475
2025
Q2 		$289K Hold
7,500
– – ﹤0.01% 1282
2025
Q1 		$317K Buy
+7,500
New +$306K ﹤0.01% 1036

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

Sequoia Financial Advisors's HESM Position: Q2 2026 in Review

Sequoia Financial Advisors held its Hess Midstream (HESM) position steady in Q2 2026 at 8,700 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Sequoia Financial Advisors first reported a position in HESM in Q1 2025 and has held it in 6 quarters since. The position peaked at $338K in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Sequoia Financial Advisors held 8,700 shares of Hess Midstream worth $327K as of Q2 2026.
  • Sequoia Financial Advisors left its Hess Midstream share count unchanged in Q2 2026.
  • Hess Midstream made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1614 holding.
  • Sequoia Financial Advisors first reported a position in Hess Midstream in Q1 2025 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's Hess Midstream position peaked at $338K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.