SWM
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Shepherd Wealth Management’s Hess Midstream HESM Stock Holding History

Shepherd Wealth Management’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 		$271K Hold
6,800
– – 0.15% 46
2026
Q1 		$266K Hold
6,800
– – 0.2% 41
2025
Q4 		$238K Hold
6,800
– – 0.17% 39
2025
Q3 		$232K Hold
6,800
– – 0.15% 39
2025
Q2 		$282K Buy
+6,800
New +$259K 0.19% 35

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

Shepherd Wealth Management's HESM Position: Q2 2026 in Review

Shepherd Wealth Management held its Hess Midstream (HESM) position steady in Q2 2026 at 6,800 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #46.

Shepherd Wealth Management first reported a position in HESM in Q2 2025 and has held it in 5 quarters since. The position peaked at $282K in Q2 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Shepherd Wealth Management held 6,800 shares of Hess Midstream worth $271K as of Q2 2026.
  • Shepherd Wealth Management left its Hess Midstream share count unchanged in Q2 2026.
  • Hess Midstream made up 0.15% of Shepherd Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Shepherd Wealth Management first reported a position in Hess Midstream in Q2 2025 and has held it in 5 quarters since.
  • Shepherd Wealth Management's Hess Midstream position peaked at $282K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.