LPL Financial
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LPL Financial’s H&E Equipment Services HEES Stock Holding History

LPL Financial’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
-7,276
Closed -$690K – 5621
2025
Q1 		$690K Sell
7,276
-11,150
-61% -$970K ﹤0.01% 3862
2024
Q4 		$902K Sell
18,426
-4,399
-19% -$240K ﹤0.01% 3572
2024
Q3 		$1.11M Buy
22,825
+657
+3% +$30.9K ﹤0.01% 3292
2024
Q2 		$979K Sell
22,168
-163
-0.7% -$8.36K ﹤0.01% 3274
2024
Q1 		$1.43M Buy
22,331
+11,938
+115% +$655K ﹤0.01% 2858
2023
Q4 		$544K Buy
10,393
+813
+8% +$36.7K ﹤0.01% 3595
2023
Q3 		$414K Sell
9,580
-1,310
-12% -$59.7K ﹤0.01% 3635
2023
Q2 		$498K Sell
10,890
-13
-0.1% -$519 ﹤0.01% 3452
2023
Q1 		$482K Sell
10,903
-1,276
-10% -$62.2K ﹤0.01% 3363
2022
Q4 		$553K Buy
12,179
+1,187
+11% +$46K ﹤0.01% 3159
2022
Q3 		$311K Sell
10,992
-262
-2% -$8.24K ﹤0.01% 3554
2022
Q2 		$326K Sell
11,254
-98,311
-90% -$3.45M ﹤0.01% 3567
2022
Q1 		$4.77M Buy
109,565
+3,051
+3% +$128K ﹤0.01% 1469
2021
Q4 		$4.71M Buy
106,514
+99,358
+1,388% +$4.34M ﹤0.01% 1495
2021
Q3 		$248K Buy
+7,156
New +$237K ﹤0.01% 3797

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brooklyn Investment Group
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

LPL Financial's HEES Position: Q2 2025 in Review

LPL Financial sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 7,276 shares — an estimated $690K sold.

LPL Financial first reported a position in HEES in Q3 2021 and held it in 15 quarters. The position peaked at $4.77M in Q1 2022. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • LPL Financial reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 7,276 H&E Equipment Services shares in Q2 2025, an estimated $690K.
  • LPL Financial first reported a position in H&E Equipment Services in Q3 2021 and held it in 15 quarters.
  • LPL Financial's H&E Equipment Services position peaked at $4.77M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.