WealthCollab’s H&E Equipment Services HEES Stock Holding History

WealthCollab’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	-25	Closed	-$2.37K	–	984
2025 Q1	$2.37K	Hold	25	–	–	﹤0.01%	747
2024 Q4	$1.22K	Buy	+25	New	+$1.36K	﹤0.01%	810

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

WealthCollab's HEES Position: Q2 2025 in Review

WealthCollab sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 25 shares — an estimated $2.37K sold.

WealthCollab first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $2.37K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

WealthCollab reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
WealthCollab sold 25 H&E Equipment Services shares in Q2 2025, an estimated $2.37K.
WealthCollab first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
WealthCollab's H&E Equipment Services position peaked at $2.37K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on WealthCollab's 13F filing for Q2 2025, filed 15 Aug 2025.