UWP
HES

Uniting Wealth Partners’s Hess HES Stock Holding History

Uniting Wealth Partners’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,000
Closed -$1.11M – 201
2025
Q2 		$1.11M Hold
8,000
– – 0.43% 33
2025
Q1 		$1.28M Buy
8,000
+250
+3% +$36.8K 0.64% 24
2024
Q4 		$1.03M Buy
+7,750
New +$1.08M 0.5% 27

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Uniting Wealth Partners's HES Position: Q3 2025 in Review

Uniting Wealth Partners sold out of Hess (HES) in Q3 2025, closing a stake of 8,000 shares — an estimated $1.11M sold.

Uniting Wealth Partners first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $1.28M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Uniting Wealth Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 8,000 Hess shares in Q3 2025, an estimated $1.11M.
  • Uniting Wealth Partners first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Uniting Wealth Partners's Hess position peaked at $1.28M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Uniting Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.