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Westwood Holdings Group’s Hess Midstream HESM Stock Holding History

Westwood Holdings Group’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 		$44M Sell
1,170,092
-141,343
-11% -$5.43M 0.33% 91
2026
Q1 		$51M Sell
1,311,435
-477,755
-27% -$17.7M 0.37% 100
2025
Q4 		$61.7M Sell
1,789,190
-308,624
-15% -$10.4M 0.5% 71
2025
Q3 		$72.5M Buy
2,097,814
+1,254
+0.1% +$49.7K 0.52% 74
2025
Q2 		$80.7M Buy
2,096,560
+1,006,998
+92% +$38.4M 0.58% 52
2025
Q1 		$46.1M Sell
1,089,562
-290,737
-21% -$11.9M 0.35% 105
2024
Q4 		$51.1M Sell
1,380,299
-594,382
-30% -$21.4M 0.39% 96
2024
Q3 		$69.6M Buy
1,974,681
+38,159
+2% +$1.4M 0.29% 112
2024
Q2 		$70.6M Buy
1,936,522
+1,082,840
+127% +$38.2M 0.33% 97
2024
Q1 		$30.8M Buy
853,682
+176,119
+26% +$5.95M 0.24% 141
2023
Q4 		$21.4M Sell
677,563
-147,089
-18% -$4.5M 0.18% 155
2023
Q3 		$24M Sell
824,652
-315,099
-28% -$9.5M 0.22% 140
2023
Q2 		$35M Buy
1,139,751
+728,209
+177% +$21M 0.31% 111
2023
Q1 		$11.9M Buy
411,542
+71,292
+21% +$2.08M 0.11% 193
2022
Q4 		$10.2M Buy
+340,250
New +$9.72M 0.09% 201
2020
Q3 		– Sell
-66,708
Closed -$1.22M – 412
2020
Q2 		$1.22M Sell
66,708
-20,982
-24% -$350K 0.02% 315
2020
Q1 		$891K Buy
+87,690
New +$1.65M 0.01% 319

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westwood Holdings Group's HESM Position: Q2 2026 in Review

Westwood Holdings Group reduced its Hess Midstream (HESM) stake by 11% in Q2 2026, selling an estimated $5.43M and leaving 1,170,092 shares worth $44M. The position accounts for 0.33% of the portfolio, ranked #91.

Westwood Holdings Group first reported a position in HESM in Q1 2020 and has held it in 17 quarters since. The position peaked at $80.7M in Q2 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Westwood Holdings Group held 1,170,092 shares of Hess Midstream worth $44M as of Q2 2026.
  • Westwood Holdings Group sold 141,343 Hess Midstream shares in Q2 2026, an estimated $5.43M.
  • Hess Midstream made up 0.33% of Westwood Holdings Group's portfolio in Q2 2026, its #91 holding.
  • Westwood Holdings Group first reported a position in Hess Midstream in Q1 2020 and has held it in 17 quarters since.
  • Westwood Holdings Group's Hess Midstream position peaked at $80.7M in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.