TD Private Client Wealth’s Hess Midstream HESM Stock Holding History

TD Private Client Wealth’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	$8.69K	Sell	231 -82	-26%	-$3.15K	﹤0.01%	1145
2026 Q1	$12.2K	Sell	313 -140	-31%	-$5.19K	﹤0.01%	1074
2025 Q4	$15.6K	Sell	453 -41	-8%	-$1.38K	﹤0.01%	1041
2025 Q3	$17.1K	Sell	494 -72	-13%	-$2.86K	﹤0.01%	1003
2025 Q2	$21.8K	Sell	566 -23	-4%	-$876	﹤0.01%	973
2025 Q1	$24.9K	Sell	589 -202	-26%	-$8.24K	﹤0.01%	915
2024 Q4	$29.3K	Buy	791 +202	+34%	+$7.27K	﹤0.01%	917
2024 Q3	$20.8K	Sell	589 -66	-10%	-$2.42K	﹤0.01%	965
2024 Q2	$23.9K	Buy	655 +127	+24%	+$4.48K	﹤0.01%	924
2024 Q1	$19.1K	Buy	528 +248	+89%	+$8.38K	﹤0.01%	957
2023 Q4	$8.86K	Buy	+280	New	+$8.57K	﹤0.01%	1062

Other funds holding HESM

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

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

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Private Client Wealth's HESM Position: Q2 2026 in Review

TD Private Client Wealth reduced its Hess Midstream (HESM) stake by 26% in Q2 2026, selling an estimated $3.15K and leaving 231 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

TD Private Client Wealth first reported a position in HESM in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.3K in Q4 2024. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

TD Private Client Wealth held 231 shares of Hess Midstream worth $8.69K as of Q2 2026.
TD Private Client Wealth sold 82 Hess Midstream shares in Q2 2026, an estimated $3.15K.
Hess Midstream made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1145 holding.
TD Private Client Wealth first reported a position in Hess Midstream in Q4 2023 and has held it in 11 quarters since.
TD Private Client Wealth's Hess Midstream position peaked at $29.3K in Q4 2024.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.