WCM
HES

WealthTrak Capital Management’s Hess HES Stock Holding History

WealthTrak Capital Management’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
-38
Closed -$5.26K – 432
2025
Q2 		$5.26K Buy
38
+19
+100% +$2.56K ﹤0.01% 283
2025
Q1 		$3.04K Buy
19
+2
+12% +$294 ﹤0.01% 303
2024
Q4 		$2.26K Buy
+17
New +$2.37K ﹤0.01% 299

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

WealthTrak Capital Management's HES Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Hess (HES) in Q3 2025, closing a stake of 38 shares — an estimated $5.26K sold.

WealthTrak Capital Management first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $5.26K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 38 Hess shares in Q3 2025, an estimated $5.26K.
  • WealthTrak Capital Management first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Hess position peaked at $5.26K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.