Blue Zone Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

Blue Zone Wealth Advisors’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	-53,004	Closed	-$5.02M	–	111
2025 Q1	$5.02M	Buy	53,004 +7,252	+16%	+$631K	1.4%	34
2024 Q4	$2.24M	Buy	+45,752	New	+$2.49M	0.65%	57

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

Blue Zone Wealth Advisors's HEES Position: Q2 2025 in Review

Blue Zone Wealth Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 53,004 shares — an estimated $5.02M sold.

Blue Zone Wealth Advisors first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $5.02M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Blue Zone Wealth Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Blue Zone Wealth Advisors sold 53,004 H&E Equipment Services shares in Q2 2025, an estimated $5.02M.
Blue Zone Wealth Advisors first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
Blue Zone Wealth Advisors's H&E Equipment Services position peaked at $5.02M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.