Franklin Resources’s H&E Equipment Services HEES Stock Holding History

Franklin Resources’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	-84,379	Closed	-$8M	–	3071
2025 Q1	$8M	Buy	84,379 +76,399	+957%	+$6.65M	﹤0.01%	1171
2024 Q4	$391K	Sell	7,980 -60	-0.7%	-$3.27K	﹤0.01%	2402
2024 Q3	$422K	Buy	8,040 +26	+0.3%	+$1.22K	﹤0.01%	2351
2024 Q2	$354K	Buy	8,014 +1,311	+20%	+$67.2K	﹤0.01%	2373
2024 Q1	$430K	Hold	6,703	–	–	﹤0.01%	2318
2023 Q4	$351K	Buy	6,703 +120	+2%	+$5.42K	﹤0.01%	2103
2023 Q3	$284K	Buy	6,583 +390	+6%	+$17.8K	﹤0.01%	2167
2023 Q2	$283K	Buy	+6,193	New	+$247K	﹤0.01%	2234

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

Franklin Resources's HEES Position: Q2 2025 in Review

Franklin Resources sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 84,379 shares — an estimated $8M sold.

Franklin Resources first reported a position in HEES in Q2 2023 and held it in 8 quarters. The position peaked at $8M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Franklin Resources reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Franklin Resources sold 84,379 H&E Equipment Services shares in Q2 2025, an estimated $8M.
Franklin Resources first reported a position in H&E Equipment Services in Q2 2023 and held it in 8 quarters.
Franklin Resources's H&E Equipment Services position peaked at $8M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Franklin Resources's 13F filing for Q2 2025, filed 12 Aug 2025.