Allworth Financial’s H&E Equipment Services HEES Stock Holding History

Allworth Financial’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	-15	Closed	-$1.35K	–	4627
2025 Q1	$1.35K	Buy	+15	New	+$1.3K	﹤0.01%	3361
2024 Q2	–	Sell	-2	Closed	-$129	–	3746
2024 Q1	$129	Buy	+2	New	+$110	﹤0.01%	3493

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

Allworth Financial's HEES Position: Q2 2025 in Review

Allworth Financial sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 15 shares — an estimated $1.35K sold.

Allworth Financial first reported a position in HEES in Q1 2024 and held it in 2 quarters. The position peaked at $1.35K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Allworth Financial reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Allworth Financial sold 15 H&E Equipment Services shares in Q2 2025, an estimated $1.35K.
Allworth Financial first reported a position in H&E Equipment Services in Q1 2024 and held it in 2 quarters.
Allworth Financial's H&E Equipment Services position peaked at $1.35K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.