VAS
HES

Vestmark Advisory Solutions’s Hess HES Stock Holding History

Vestmark Advisory Solutions’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
-2,569
Closed -$356K – 949
2025
Q2 		$356K Buy
+2,569
New +$347K 0.01% 676
2023
Q3 		– Sell
-6,621
Closed -$900K – 614
2023
Q2 		$900K Sell
6,621
-230
-3% -$31.5K 0.03% 472
2023
Q1 		$907K Buy
6,851
+2,544
+59% +$354K 0.04% 460
2022
Q4 		$611K Sell
4,307
-584
-12% -$80.2K 0.03% 523
2022
Q3 		$533K Sell
4,891
-4,557
-48% -$505K 0.03% 522
2022
Q2 		$1M Buy
9,448
+4,503
+91% +$509K 0.06% 365
2022
Q1 		$529K Buy
+4,945
New +$469K 0.03% 517

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

Vestmark Advisory Solutions's HES Position: Q3 2025 in Review

Vestmark Advisory Solutions sold out of Hess (HES) in Q3 2025, closing a stake of 2,569 shares — an estimated $356K sold.

Vestmark Advisory Solutions first reported a position in HES in Q1 2022 and held it in 7 quarters. The position peaked at $1M in Q2 2022. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Vestmark Advisory Solutions reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 2,569 Hess shares in Q3 2025, an estimated $356K.
  • Vestmark Advisory Solutions first reported a position in Hess in Q1 2022 and held it in 7 quarters.
  • Vestmark Advisory Solutions's Hess position peaked at $1M in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.