TRB Wealth Management’s Hess Midstream HESM Stock Holding History

TRB Wealth Management’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	–	Sell	-10,000	Closed	-$389K	–	312
2026 Q1	$389K	Buy	+10,000	New	+$371K	0.06%	175

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

TRB Wealth Management's HESM Position: Q2 2026 in Review

TRB Wealth Management sold out of Hess Midstream (HESM) in Q2 2026, closing a stake of 10,000 shares — an estimated $389K sold.

TRB Wealth Management first reported a position in HESM in Q1 2026 and held it in 1 quarter. The position peaked at $389K in Q1 2026. 282 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

TRB Wealth Management reported no remaining Hess Midstream position as of Q2 2026 after selling out during the quarter.
TRB Wealth Management sold 10,000 Hess Midstream shares in Q2 2026, an estimated $389K.
TRB Wealth Management first reported a position in Hess Midstream in Q1 2026 and held it in 1 quarter.
TRB Wealth Management's Hess Midstream position peaked at $389K in Q1 2026.
282 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.