Arax Advisory Partners’s H&E Equipment Services HEES Stock Holding History

Arax Advisory Partners’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	-23	Closed	-$2.18K	–	3121
2025 Q1	$2.18K	Buy	+23	New	+$2K	﹤0.01%	2039

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

Arax Advisory Partners's HEES Position: Q2 2025 in Review

Arax Advisory Partners sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 23 shares — an estimated $2.18K sold.

Arax Advisory Partners first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $2.18K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Arax Advisory Partners reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Arax Advisory Partners sold 23 H&E Equipment Services shares in Q2 2025, an estimated $2.18K.
Arax Advisory Partners first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Arax Advisory Partners's H&E Equipment Services position peaked at $2.18K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Arax Advisory Partners's 13F filing for Q2 2025, filed 12 Aug 2025.