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

DiNuzzo 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	-5	Closed	-$474	–	1381
2025 Q1	$474	Hold	5	–	–	﹤0.01%	1064
2024 Q4	$245	Buy	5 +2	+67%	+$109	﹤0.01%	1251
2024 Q3	$147	Sell	3 -3	-50%	-$141	﹤0.01%	1332
2024 Q2	$266	Buy	+6	New	+$308	﹤0.01%	1220

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

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

DiNuzzo Private Wealth sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 5 shares — an estimated $474 sold.

DiNuzzo Private Wealth first reported a position in HEES in Q2 2024 and held it in 4 quarters. The position peaked at $474 in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

DiNuzzo Private Wealth reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
DiNuzzo Private Wealth sold 5 H&E Equipment Services shares in Q2 2025, an estimated $474.
DiNuzzo Private Wealth first reported a position in H&E Equipment Services in Q2 2024 and held it in 4 quarters.
DiNuzzo Private Wealth's H&E Equipment Services position peaked at $474 in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.