UBS Group’s Western Midstream Partners WES Stock Holding History

UBS Group’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
2018 Q3	–	Sell	-500,000	Closed	-$17.9M	–	8301
2018 Q2	$17.9M	Buy	500,000 +172,200	+53%	+$6.04M	0.01%	1256
2018 Q1	$10.9M	Buy	327,800 +266,700	+436%	+$10.2M	﹤0.01%	1612
2017 Q4	$2.27M	Buy	+61,100	New	+$2.31M	﹤0.01%	3085
2017 Q2	–	Sell	-34,800	Closed	-$1.6M	–	8021
2017 Q1	$1.6M	Sell	34,800 -8,200	-19%	-$371K	﹤0.01%	3140
2016 Q4	$1.82M	Sell	43,000 -440,300	-91%	-$18.9M	﹤0.01%	2990
2016 Q3	$20.5M	Buy	483,300 +27,200	+6%	+$1.02M	0.01%	966
2016 Q2	$17.4M	Buy	+456,100	New	+$18M	0.01%	1024

Other funds holding WES

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group's WES Position: Q1 2026 in Review

UBS Group increased its Western Midstream Partners (WES) stake by 6.3% in Q1 2026, buying an estimated $9.12M and bringing the position to 3,722,238 shares worth $153M. The position accounts for 0.02% of the portfolio, ranked #756.

UBS Group first reported a position in WES in Q4 2014 and has held it in 46 quarters since. The position peaked at $272M in Q1 2019. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

UBS Group held 3,722,238 shares of Western Midstream Partners worth $153M as of Q1 2026.
UBS Group bought 220,454 Western Midstream Partners shares in Q1 2026, an estimated $9.12M.
Western Midstream Partners made up 0.02% of UBS Group's portfolio in Q1 2026, its #756 holding.
UBS Group first reported a position in Western Midstream Partners in Q4 2014 and has held it in 46 quarters since.
UBS Group's Western Midstream Partners position peaked at $272M in Q1 2019.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.