Virtus Investment Advisers’s Hess Midstream HESM Stock Holding History

Virtus Investment Advisers’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
2026 Q2	$197K	Buy	5,247 +552	+12%	+$21.2K	0.05%	416
2026 Q1	$182K	Sell	4,695 -76	-2%	-$2.82K	0.05%	427
2025 Q4	$165K	Sell	4,771 -142	-3%	-$4.78K	0.04%	392
2025 Q3	$170K	Buy	4,913 +457	+10%	+$18.1K	0.05%	346
2025 Q2	$172K	Buy	4,456 +315	+8%	+$12K	0.06%	273
2025 Q1	$175K	Buy	+4,141	New	+$169K	0.05%	280
2023 Q1	–	Sell	-16,326	Closed	-$488K	–	305
2022 Q4	$488K	Hold	16,326	–	–	0.33%	92
2022 Q3	$417K	Buy	+16,326	New	+$466K	0.19%	105

Other funds holding HESM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Virtus Investment Advisers's HESM Position: Q2 2026 in Review

Virtus Investment Advisers increased its Hess Midstream (HESM) stake by 12% in Q2 2026, buying an estimated $21.2K and bringing the position to 5,247 shares worth $197K. The position accounts for 0.05% of the portfolio, ranked #416.

Virtus Investment Advisers first reported a position in HESM in Q3 2022 and has held it in 8 quarters since. The position peaked at $488K in Q4 2022. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Virtus Investment Advisers held 5,247 shares of Hess Midstream worth $197K as of Q2 2026.
Virtus Investment Advisers bought 552 Hess Midstream shares in Q2 2026, an estimated $21.2K.
Hess Midstream made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #416 holding.
Virtus Investment Advisers first reported a position in Hess Midstream in Q3 2022 and has held it in 8 quarters since.
Virtus Investment Advisers's Hess Midstream position peaked at $488K in Q4 2022.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.