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

MassMutual Private Wealth & Trust’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	-13	Closed	-$1.23K	–	2408
2025 Q1	$1.23K	Sell	13 -117	-90%	-$10.2K	﹤0.01%	2062
2024 Q4	$6.37K	Buy	+130	New	+$7.08K	﹤0.01%	1436

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

MassMutual Private Wealth & Trust's HEES Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 13 shares — an estimated $1.23K sold.

MassMutual Private Wealth & Trust first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $6.37K in Q4 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 13 H&E Equipment Services shares in Q2 2025, an estimated $1.23K.
MassMutual Private Wealth & Trust first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
MassMutual Private Wealth & Trust's H&E Equipment Services position peaked at $6.37K in Q4 2024.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.