Strategic Investment Solutions’s Western Midstream Partners WES Stock Holding History

Strategic Investment Solutions’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20	Closed	-$1.24K	–	731
2026 Q1	$1.24K	Sell	20 -180	-90%	-$7.44K	﹤0.01%	583
2025 Q4	$7.9K	Hold	200	–	–	﹤0.01%	429
2025 Q3	$7.86K	Buy	+200	New	+$7.81K	﹤0.01%	394

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Strategic Investment Solutions's WES Position: Q2 2026 in Review

Strategic Investment Solutions sold out of Western Midstream Partners (WES) in Q2 2026, closing a stake of 20 shares — an estimated $1.24K sold.

Strategic Investment Solutions first reported a position in WES in Q3 2025 and held it in 3 quarters. The position peaked at $7.9K in Q4 2025. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Strategic Investment Solutions reported no remaining Western Midstream Partners position as of Q2 2026 after selling out during the quarter.
Strategic Investment Solutions sold 20 Western Midstream Partners shares in Q2 2026, an estimated $1.24K.
Strategic Investment Solutions first reported a position in Western Midstream Partners in Q3 2025 and held it in 3 quarters.
Strategic Investment Solutions's Western Midstream Partners position peaked at $7.9K in Q4 2025.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.