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TD Private Client Wealth’s Hess HES Stock Holding History

TD Private Client Wealth’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,153
Closed -$714K – 1549
2025
Q2 		$714K Sell
5,153
-2,513
-33% -$339K 0.02% 416
2025
Q1 		$1.22M Buy
7,666
+608
+9% +$89.4K 0.03% 303
2024
Q4 		$939K Sell
7,058
-355
-5% -$49.6K 0.03% 364
2024
Q3 		$1.01M Buy
7,413
+6,973
+1,585% +$970K 0.03% 362
2024
Q2 		$64.9K Buy
440
+48
+12% +$7.36K ﹤0.01% 761
2024
Q1 		$59.8K Sell
392
-140
-26% -$20.3K ﹤0.01% 772
2023
Q4 		$76.7K Sell
532
-151
-22% -$22.1K ﹤0.01% 735
2023
Q3 		$104K Sell
683
-3,600
-84% -$542K ﹤0.01% 641
2023
Q2 		$582K Sell
4,283
-955
-18% -$131K 0.03% 421
2023
Q1 		$693K Buy
5,238
+83
+2% +$11.6K 0.03% 387
2022
Q4 		$731K Sell
5,155
-2,022
-28% -$278K 0.03% 369
2022
Q3 		$782K Sell
7,177
-288
-4% -$31.9K 0.04% 345
2022
Q2 		$791K Sell
7,465
-882
-11% -$99.8K 0.04% 352
2022
Q1 		$893K Buy
8,347
+7,689
+1,169% +$729K 0.04% 353
2021
Q4 		$48.7K Sell
658
-18
-3% -$1.46K ﹤0.01% 746
2021
Q3 		$52.8K Buy
676
+60
+10% +$4.42K ﹤0.01% 729
2021
Q2 		$53.8K Sell
616
-44
-7% -$3.55K ﹤0.01% 725
2021
Q1 		$46.7K Sell
660
-6
-0.9% -$384 ﹤0.01% 716
2020
Q4 		$35.2K Sell
666
-43
-6% -$1.96K ﹤0.01% 708
2020
Q3 		$29K Sell
709
-734
-51% -$34.9K ﹤0.01% 691
2020
Q2 		$74.8K Sell
1,443
-486
-25% -$22.3K ﹤0.01% 551
2020
Q1 		$64.2K Buy
1,929
+633
+49% +$34.2K ﹤0.01% 548
2019
Q4 		$86.6K Buy
+1,296
New +$84.8K 0.01% 539

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

TD Private Client Wealth's HES Position: Q3 2025 in Review

TD Private Client Wealth sold out of Hess (HES) in Q3 2025, closing a stake of 5,153 shares — an estimated $714K sold.

TD Private Client Wealth first reported a position in HES in Q4 2019 and held it in 23 quarters. The position peaked at $1.22M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • TD Private Client Wealth reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 5,153 Hess shares in Q3 2025, an estimated $714K.
  • TD Private Client Wealth first reported a position in Hess in Q4 2019 and held it in 23 quarters.
  • TD Private Client Wealth's Hess position peaked at $1.22M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on TD Private Client Wealth's 13F filing for Q3 2025, filed 27 Oct 2025.