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

Rialto 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	-5	Closed	-$474	–	1728
2025 Q1	$474	Buy	+5	New	+$435	﹤0.01%	908

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

Rialto Wealth Management's HEES Position: Q2 2025 in Review

Rialto Wealth Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 5 shares — an estimated $474 sold.

Rialto Wealth Management first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $474 in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Rialto Wealth Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Rialto Wealth Management sold 5 H&E Equipment Services shares in Q2 2025, an estimated $474.
Rialto Wealth Management first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Rialto Wealth Management's H&E Equipment Services position peaked at $474 in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Rialto Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.