Wealth Enhancement Advisory Services
HES icon

Wealth Enhancement Advisory Services’s Hess HES Stock Holding History

Wealth Enhancement Advisory Services’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
-40,102
Closed -$5.78M – 3634
2025
Q2 		$5.78M Buy
40,102
+5,170
+15% +$698K 0.01% 841
2025
Q1 		$5.58M Buy
34,932
+28,005
+404% +$4.12M 0.01% 793
2024
Q4 		$921K Buy
6,927
+986
+17% +$138K ﹤0.01% 1598
2024
Q3 		$807K Sell
5,941
-123
-2% -$17.1K ﹤0.01% 1518
2024
Q2 		$895K Buy
6,064
+223
+4% +$34.2K ﹤0.01% 1333
2024
Q1 		$892K Buy
5,841
+706
+14% +$103K ﹤0.01% 1290
2023
Q4 		$740K Sell
5,135
-6,269
-55% -$919K ﹤0.01% 1291
2023
Q3 		$1.74M Buy
+11,404
New +$1.72M 0.01% 905
2020
Q3 		– Sell
-29,179
Closed -$1.52M – 217
2020
Q2 		$1.52M Buy
+29,179
New +$1.34M 0.04% 143
2017
Q3 		– Sell
-17,857
Closed -$758K – 164
2017
Q2 		$758K Buy
+17,857
New +$835K 0.07% 133

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

Wealth Enhancement Advisory Services's HES Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Hess (HES) in Q3 2025, closing a stake of 40,102 shares — an estimated $5.78M sold.

Wealth Enhancement Advisory Services first reported a position in HES in Q2 2017 and held it in 10 quarters. The position peaked at $5.78M in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 40,102 Hess shares in Q3 2025, an estimated $5.78M.
  • Wealth Enhancement Advisory Services first reported a position in Hess in Q2 2017 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Hess position peaked at $5.78M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.