Pictet Asset Management’s H&E Equipment Services HEES Stock Holding History

Pictet Asset 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	-4,958	Closed	-$470K	–	2022
2025 Q1	$470K	Buy	4,958 +319	+7%	+$27.8K	﹤0.01%	1382
2024 Q4	$227K	Hold	4,639	–	–	﹤0.01%	1786
2024 Q3	$226K	Hold	4,639	–	–	﹤0.01%	1757
2024 Q2	$205K	Buy	4,639 +818	+21%	+$41.9K	﹤0.01%	1753
2024 Q1	$245K	Buy	+3,821	New	+$210K	﹤0.01%	1652

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

Pictet Asset Management's HEES Position: Q2 2025 in Review

Pictet Asset Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 4,958 shares — an estimated $470K sold.

Pictet Asset Management first reported a position in HEES in Q1 2024 and held it in 5 quarters. The position peaked at $470K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Pictet Asset Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Pictet Asset Management sold 4,958 H&E Equipment Services shares in Q2 2025, an estimated $470K.
Pictet Asset Management first reported a position in H&E Equipment Services in Q1 2024 and held it in 5 quarters.
Pictet Asset Management's H&E Equipment Services position peaked at $470K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Pictet Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.