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Ulland Investment Advisors’s Hess Midstream HESM Stock Holding History

Ulland Investment Advisors’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
2025
Q4 		– Sell
-180
Closed -$6K – 224
2025
Q3 		$6K Buy
+180
New +$7.14K ﹤0.01% 189

Other funds holding HESM

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Goldman Sachs
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ulland Investment Advisors's HESM Position: Q4 2025 in Review

Ulland Investment Advisors sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 180 shares — an estimated $6K sold.

Ulland Investment Advisors first reported a position in HESM in Q3 2025 and held it in 1 quarter. The position peaked at $6K in Q3 2025. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

  • Ulland Investment Advisors reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 180 Hess Midstream shares in Q4 2025, an estimated $6K.
  • Ulland Investment Advisors first reported a position in Hess Midstream in Q3 2025 and held it in 1 quarter.
  • Ulland Investment Advisors's Hess Midstream position peaked at $6K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on Ulland Investment Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.