UBS AM
HESM icon

UBS AM’s Hess Midstream HESM Stock Holding History

UBS AM’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 		$8.3M Sell
220,875
-7,152
-3% -$275K ﹤0.01% 1348
2026
Q1 		$8.86M Sell
228,027
-369
-0.2% -$13.7K ﹤0.01% 1248
2025
Q4 		$7.88M Buy
228,396
+8,982
+4% +$302K ﹤0.01% 1237
2025
Q3 		$7.58M Sell
219,414
-819,931
-79% -$32.5M ﹤0.01% 1179
2025
Q2 		$40M Buy
1,039,345
+814,604
+362% +$31M 0.01% 770
2025
Q1 		$9.5M Buy
224,741
+37,794
+20% +$1.54M ﹤0.01% 1252
2024
Q4 		$6.92M Sell
186,947
-14,159
-7% -$509K ﹤0.01% 1439
2024
Q3 		$7.09M Buy
201,106
+17,261
+9% +$633K ﹤0.01% 1389
2024
Q2 		$6.7M Buy
183,845
+91,518
+99% +$3.23M ﹤0.01% 1331
2024
Q1 		$3.34M Buy
92,327
+15,466
+20% +$523K ﹤0.01% 1442
2023
Q4 		$2.43M Buy
76,861
+13,258
+21% +$406K ﹤0.01% 1587
2023
Q3 		$1.85M Buy
63,603
+20,133
+46% +$607K ﹤0.01% 1665
2023
Q2 		$1.26M Hold
43,470
– – ﹤0.01% 1895
2023
Q1 		$1.26M Buy
43,470
+10,785
+33% +$314K ﹤0.01% 1895
2022
Q4 		$978K Buy
32,685
+1,737
+6% +$49.6K ﹤0.01% 1860
2022
Q3 		$790K Sell
30,948
-2,025
-6% -$57.9K ﹤0.01% 2105
2022
Q2 		$923K Buy
32,973
+697
+2% +$21.5K ﹤0.01% 2009
2022
Q1 		$968K Buy
32,276
+23,176
+255% +$700K ﹤0.01% 2165
2021
Q4 		$251K Buy
+9,100
New +$236K ﹤0.01% 2719

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

UBS AM's HESM Position: Q2 2026 in Review

UBS AM reduced its Hess Midstream (HESM) stake by 3.1% in Q2 2026, selling an estimated $275K and leaving 220,875 shares worth $8.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

UBS AM first reported a position in HESM in Q4 2021 and has held it in 19 quarters since. The position peaked at $40M in Q2 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • UBS AM held 220,875 shares of Hess Midstream worth $8.3M as of Q2 2026.
  • UBS AM sold 7,152 Hess Midstream shares in Q2 2026, an estimated $275K.
  • Hess Midstream made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1348 holding.
  • UBS AM first reported a position in Hess Midstream in Q4 2021 and has held it in 19 quarters since.
  • UBS AM's Hess Midstream position peaked at $40M in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.