SPIA
HESM icon

Steward Partners Investment Advisory’s Hess Midstream HESM Stock Holding History

Steward Partners Investment Advisory’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 		$21.8K Sell
579
-7
-1% -$269 ﹤0.01% 3376
2026
Q1 		$22.8K Sell
586
-750
-56% -$27.8K ﹤0.01% 3166
2025
Q4 		$46.1K Hold
1,336
– – ﹤0.01% 2714
2025
Q3 		$46.2K Sell
1,336
-4,279
-76% -$170K ﹤0.01% 2644
2025
Q2 		$216K Sell
5,615
-4,469
-44% -$170K ﹤0.01% 1732
2025
Q1 		$426K Buy
10,084
+8,755
+659% +$357K ﹤0.01% 1289
2024
Q4 		$49.2K Buy
1,329
+579
+77% +$20.8K ﹤0.01% 2345
2024
Q3 		$26.5K Hold
750
– – ﹤0.01% 2536
2024
Q2 		$27.3K Hold
750
– – ﹤0.01% 2387
2024
Q1 		$27.1K Buy
+750
New +$25.3K ﹤0.01% 2386

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

Steward Partners Investment Advisory's HESM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Hess Midstream (HESM) stake by 1.2% in Q2 2026, selling an estimated $269 and leaving 579 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Steward Partners Investment Advisory first reported a position in HESM in Q1 2024 and has held it in 10 quarters since. The position peaked at $426K in Q1 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Steward Partners Investment Advisory held 579 shares of Hess Midstream worth $21.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 7 Hess Midstream shares in Q2 2026, an estimated $269.
  • Hess Midstream made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3376 holding.
  • Steward Partners Investment Advisory first reported a position in Hess Midstream in Q1 2024 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Hess Midstream position peaked at $426K in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.