NewEdge Advisors’s H&E Equipment Services HEES Stock Holding History

NewEdge Advisors’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	-316	Closed	-$30K	–	4065
2025 Q1	$30K	Buy	316 +37	+13%	+$3.22K	﹤0.01%	2725
2024 Q4	$13.7K	Sell	279 -9	-3%	-$490	﹤0.01%	2919
2024 Q3	$14K	Hold	288	–	–	﹤0.01%	2842
2024 Q2	$12.7K	Buy	+288	New	+$14.8K	﹤0.01%	2766
2017 Q3	–	Sell	-300	Closed	-$5.95K	–	678
2017 Q2	$5.95K	Buy	+300	New	+$6.29K	﹤0.01%	1106

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

NewEdge Advisors's HEES Position: Q2 2025 in Review

NewEdge Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 316 shares — an estimated $30K sold.

NewEdge Advisors first reported a position in HEES in Q2 2017 and held it in 5 quarters. The position peaked at $30K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

NewEdge Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 316 H&E Equipment Services shares in Q2 2025, an estimated $30K.
NewEdge Advisors first reported a position in H&E Equipment Services in Q2 2017 and held it in 5 quarters.
NewEdge Advisors's H&E Equipment Services position peaked at $30K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.