Stephens Consulting’s H&E Equipment Services HEES Stock Holding History

Stephens Consulting’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	-10	Closed	-$948	–	1530
2025 Q1	$948	Buy	+10	New	+$870	﹤0.01%	669
2024 Q3	–	Sell	-28	Closed	-$1.24K	–	574
2024 Q2	$1.24K	Buy	+28	New	+$1.44K	﹤0.01%	572

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

Stephens Consulting's HEES Position: Q2 2025 in Review

Stephens Consulting sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 10 shares — an estimated $948 sold.

Stephens Consulting first reported a position in HEES in Q2 2024 and held it in 2 quarters. The position peaked at $1.24K in Q2 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Stephens Consulting reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 H&E Equipment Services shares in Q2 2025, an estimated $948.
Stephens Consulting first reported a position in H&E Equipment Services in Q2 2024 and held it in 2 quarters.
Stephens Consulting's H&E Equipment Services position peaked at $1.24K in Q2 2024.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.