Stablepoint Partners’s Hess Midstream HESM Stock Holding History

Stablepoint Partners’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	$411K	Buy	10,925 +410	+4%	+$15.8K	0.06%	209
2026 Q1	$409K	Hold	10,515	–	–	0.06%	205
2025 Q4	$363K	Hold	10,515	–	–	0.06%	204
2025 Q3	$363K	Buy	10,515 +3,125	+42%	+$124K	0.06%	206
2025 Q2	$285K	Hold	7,390	–	–	0.05%	221
2025 Q1	$313K	Hold	7,390	–	–	0.06%	213
2024 Q4	$274K	Hold	7,390	–	–	0.05%	216
2024 Q3	$261K	Hold	7,390	–	–	0.05%	220
2024 Q2	$275K	Hold	7,390	–	–	0.05%	217
2024 Q1	$267K	Buy	+7,390	New	+$250K	0.05%	218

Other funds holding HESM

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return