Hemington Wealth Management’s H&E Equipment Services HEES Stock Holding History

Hemington Wealth Management’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	-259	Closed	-$24K	–	1588
2025 Q1	$24K	Buy	259 +5	+2%	+$435	﹤0.01%	527
2024 Q4	$12K	Sell	254 -4	-2%	-$218	﹤0.01%	701
2024 Q3	$13K	Buy	+258	New	+$12.1K	﹤0.01%	631

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

Hemington Wealth Management's HEES Position: Q2 2025 in Review

Hemington Wealth Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 259 shares — an estimated $24K sold.

Hemington Wealth Management first reported a position in HEES in Q3 2024 and held it in 3 quarters. The position peaked at $24K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Hemington Wealth Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Hemington Wealth Management sold 259 H&E Equipment Services shares in Q2 2025, an estimated $24K.
Hemington Wealth Management first reported a position in H&E Equipment Services in Q3 2024 and held it in 3 quarters.
Hemington Wealth Management's H&E Equipment Services position peaked at $24K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Hemington Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.