Cetera Investment Advisers’s H&E Equipment Services HEES Stock Holding History

Cetera Investment Advisers’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	-6,387	Closed	-$605K	–	4155
2025 Q1	$605K	Sell	6,387 -1,208	-16%	-$105K	﹤0.01%	2684
2024 Q4	$372K	Buy	7,595 +861	+13%	+$46.9K	﹤0.01%	2933
2024 Q3	$328K	Sell	6,734 -2,132	-24%	-$100K	﹤0.01%	2988
2024 Q2	$392K	Buy	8,866 +1,978	+29%	+$101K	﹤0.01%	2786
2024 Q1	$442K	Buy	+6,888	New	+$378K	﹤0.01%	2699

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

Cetera Investment Advisers's HEES Position: Q2 2025 in Review

Cetera Investment Advisers sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 6,387 shares — an estimated $605K sold.

Cetera Investment Advisers first reported a position in HEES in Q1 2024 and held it in 5 quarters. The position peaked at $605K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Cetera Investment Advisers reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Cetera Investment Advisers sold 6,387 H&E Equipment Services shares in Q2 2025, an estimated $605K.
Cetera Investment Advisers first reported a position in H&E Equipment Services in Q1 2024 and held it in 5 quarters.
Cetera Investment Advisers's H&E Equipment Services position peaked at $605K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.