Northwestern Mutual Wealth Management
HEES

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

Northwestern Mutual 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
-60
Closed -$5.69K – 3811
2025
Q1 		$5.69K Sell
60
-516
-90% -$44.9K ﹤0.01% 2918
2024
Q4 		$28.2K Buy
576
+503
+689% +$27.4K ﹤0.01% 2389
2024
Q3 		$3.55K Buy
+73
New +$3.43K ﹤0.01% 2994
2024
Q1 		– Sell
-32
Closed -$1.67K – 3659
2023
Q4 		$1.67K Buy
+32
New +$1.45K ﹤0.01% 3092
2020
Q2 		– Sell
-469
Closed -$7K – 2512
2020
Q1 		$7K Buy
469
+249
+113% +$6.03K ﹤0.01% 1983
2019
Q4 		$7K Hold
220
– – ﹤0.01% 1995
2019
Q3 		$6K Sell
220
-90
-29% -$2.43K ﹤0.01% 2046
2019
Q2 		$9K Buy
310
+150
+94% +$4.17K ﹤0.01% 1987
2019
Q1 		$4K Hold
160
– – ﹤0.01% 2188
2018
Q4 		$3K Hold
160
– – ﹤0.01% 2124
2018
Q3 		$6K Buy
160
+28
+21% +$1.01K ﹤0.01% 2057
2018
Q2 		$5K Buy
132
+54
+69% +$2.01K ﹤0.01% 2010
2018
Q1 		$3K Buy
78
+64
+457% +$2.52K ﹤0.01% 1989
2017
Q4 		$1K Buy
+14
New +$479 ﹤0.01% 2219
2017
Q1 		– Sell
-51
Closed -$1K – 2169
2016
Q4 		$1K Buy
+51
New +$934 ﹤0.01% 2173

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
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

Northwestern Mutual Wealth Management's HEES Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 60 shares — an estimated $5.69K sold.

Northwestern Mutual Wealth Management first reported a position in HEES in Q4 2016 and held it in 15 quarters. The position peaked at $28.2K in Q4 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 60 H&E Equipment Services shares in Q2 2025, an estimated $5.69K.
  • Northwestern Mutual Wealth Management first reported a position in H&E Equipment Services in Q4 2016 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's H&E Equipment Services position peaked at $28.2K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.