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 $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Texas Yale Capital Corp St. Petersburg, Florida $4.05B AUM 29.51% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

UBS Group's WES Position: Q3 2026 in Review

UBS Group reduced its Western Midstream Partners (WES) stake by 3.1% in Q3 2026, selling an estimated $5.28M and leaving 3,455,324 shares worth $153M. The position accounts for 0.02% of the portfolio, ranked #808.

UBS Group first reported a position in WES in Q4 2014 and has held it in 48 quarters since. The position peaked at $272M in Q1 2019. 274 funds tracked by Wall St. Rank hold WES as of Q3 2026.

UBS Group held 3,455,324 shares of Western Midstream Partners worth $153M as of Q3 2026.
UBS Group sold 112,158 Western Midstream Partners shares in Q3 2026, an estimated $5.28M.
Western Midstream Partners made up 0.02% of UBS Group's portfolio in Q3 2026, its #808 holding.
UBS Group first reported a position in Western Midstream Partners in Q4 2014 and has held it in 48 quarters since.
UBS Group's Western Midstream Partners position peaked at $272M in Q1 2019.
274 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.