Summit Securities Group’s H&E Equipment Services HEES Stock Holding History

Summit Securities Group’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	-3,100	Closed	-$294K	–	1221
2025 Q1	$294K	Buy	+3,100	New	+$270K	0.05%	146

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

Summit Securities Group's HEES Position: Q2 2025 in Review

Summit Securities Group sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 289 shares — an estimated $27.4K sold.

Summit Securities Group first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $27.4K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Summit Securities Group reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 289 H&E Equipment Services shares in Q2 2025, an estimated $27.4K.
Summit Securities Group first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Summit Securities Group's H&E Equipment Services position peaked at $27.4K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.