ORG Partners’s H&E Equipment Services HEES Stock Holding History

ORG Partners’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	-250	Closed	-$23.8K	–	1562
2025 Q1	$23.8K	Hold	250	–	–	0.01%	638
2024 Q4	$12.3K	Hold	250	–	–	﹤0.01%	844
2024 Q3	$12.2K	Sell	250 -4	-2%	-$188	﹤0.01%	756
2024 Q2	$10.9K	Hold	254	–	–	﹤0.01%	1223
2024 Q1	$16K	Buy	+254	New	+$13.9K	0.03%	245
2023 Q4	–	Sell	-254	Closed	-$11K	–	1230
2023 Q3	$11K	Hold	254	–	–	﹤0.01%	810
2023 Q2	$12K	Buy	+254	New	+$10.1K	﹤0.01%	947

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

ORG Partners's HEES Position: Q2 2025 in Review

ORG Partners sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 250 shares — an estimated $23.8K sold.

ORG Partners first reported a position in HEES in Q2 2023 and held it in 7 quarters. The position peaked at $23.8K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

ORG Partners reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 250 H&E Equipment Services shares in Q2 2025, an estimated $23.8K.
ORG Partners first reported a position in H&E Equipment Services in Q2 2023 and held it in 7 quarters.
ORG Partners's H&E Equipment Services position peaked at $23.8K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.