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

Rise 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	-109	Closed	-$10.3K	–	1591
2025 Q1	$10.3K	Buy	+109	New	+$9.48K	﹤0.01%	943

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

Rise Advisors's HEES Position: Q2 2025 in Review

Rise Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 109 shares — an estimated $10.3K sold.

Rise Advisors first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $10.3K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Rise Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 109 H&E Equipment Services shares in Q2 2025, an estimated $10.3K.
Rise Advisors first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Rise Advisors's H&E Equipment Services position peaked at $10.3K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.