Corient Private Wealth’s H&E Equipment Services HEES Stock Holding History

Corient Private Wealth’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	-41,629	Closed	-$3.95M	–	2487
2025 Q1	$3.95M	Buy	41,629 +1,147	+3%	+$99.8K	0.01%	745
2024 Q4	$1.98M	Hold	40,482	–	–	﹤0.01%	1007
2024 Q3	$1.97M	Hold	40,482	–	–	﹤0.01%	1104
2024 Q2	$1.79M	Sell	40,482 -199	-0.5%	-$10.2K	﹤0.01%	1072
2024 Q1	$2.61M	Buy	+40,681	New	+$2.23M	﹤0.01%	915
2023 Q4	–	Sell	-48,031	Closed	-$2.07M	–	2287
2023 Q3	$2.07M	Buy	+48,031	New	+$2.19M	﹤0.01%	899
2023 Q2	–	Sell	-48,031	Closed	-$2.12M	–	2112
2023 Q1	$2.12M	Buy	+48,031	New	+$2.34M	0.01%	824

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

Corient Private Wealth's HEES Position: Q2 2025 in Review

Corient Private Wealth sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 41,629 shares — an estimated $3.95M sold.

Corient Private Wealth first reported a position in HEES in Q1 2023 and held it in 7 quarters. The position peaked at $3.95M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Corient Private Wealth reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Corient Private Wealth sold 41,629 H&E Equipment Services shares in Q2 2025, an estimated $3.95M.
Corient Private Wealth first reported a position in H&E Equipment Services in Q1 2023 and held it in 7 quarters.
Corient Private Wealth's H&E Equipment Services position peaked at $3.95M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.