Cornerstone Planning Group’s H&E Equipment Services HEES Stock Holding History

Cornerstone Planning Group’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	Closed	-$540	–	1598
2025 Q1	$540	Hold	6	–	–	﹤0.01%	1276
2024 Q4	$530	Buy	+6	New	+$327	﹤0.01%	1117

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

Cornerstone Planning Group's HEES Position: Q2 2025 in Review

Cornerstone Planning Group sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 6 shares — an estimated $540 sold.

Cornerstone Planning Group first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $540 in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Cornerstone Planning Group reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Cornerstone Planning Group sold 6 H&E Equipment Services shares in Q2 2025, an estimated $540.
Cornerstone Planning Group first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
Cornerstone Planning Group's H&E Equipment Services position peaked at $540 in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.