Advisor Resource Council’s H&E Equipment Services HEES Stock Holding History

Advisor Resource Council’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,907	Closed	-$1.26M	–	351
2025 Q1	$1.26M	Buy	+13,907	New	+$1.21M	0.1%	209
2024 Q1	–	Sell	-5,855	Closed	-$306K	–	349
2023 Q4	$306K	Buy	+5,855	New	+$264K	0.04%	340

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Advisor Resource Council's HEES Position: Q2 2025 in Review

Advisor Resource Council sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 13,907 shares — an estimated $1.26M sold.

Advisor Resource Council first reported a position in HEES in Q4 2023 and held it in 2 quarters. The position peaked at $1.26M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Advisor Resource Council reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 13,907 H&E Equipment Services shares in Q2 2025, an estimated $1.26M.
Advisor Resource Council first reported a position in H&E Equipment Services in Q4 2023 and held it in 2 quarters.
Advisor Resource Council's H&E Equipment Services position peaked at $1.26M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.