Wealthspire Advisors (New York)’s H&E Equipment Services HEES Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-35,966	Closed	-$1.76M	–	809
2024 Q4	$1.76M	Buy	35,966 +4	+0%	+$218	0.02%	266
2024 Q3	$1.75M	Hold	35,962	–	–	0.02%	278
2024 Q2	$1.59M	Hold	35,962	–	–	0.02%	237
2024 Q1	$2.31M	Buy	35,962 +1,767	+5%	+$96.9K	0.03%	183
2023 Q4	$1.79M	Hold	34,195	–	–	0.03%	212
2023 Q3	$1.48M	Hold	34,195	–	–	0.02%	209
2023 Q2	$1.56M	Hold	34,195	–	–	0.03%	178
2023 Q1	$1.51M	Buy	34,195 +1,867	+6%	+$91.1K	0.03%	185
2022 Q4	$1.47M	Hold	32,328	–	–	0.03%	192
2022 Q3	$916K	Hold	32,328	–	–	0.02%	239
2022 Q2	$937K	Hold	32,328	–	–	0.02%	216
2022 Q1	$1.41M	Buy	32,328 +1,922	+6%	+$80.8K	0.03%	153
2021 Q4	$1.35M	Hold	30,406	–	–	0.03%	190
2021 Q3	$1.05M	Hold	30,406	–	–	0.02%	240
2021 Q2	$1.01M	Hold	30,406	–	–	0.03%	160
2021 Q1	$1.16M	Buy	30,406 +2,912	+11%	+$93.2K	0.03%	239
2020 Q4	$820K	Buy	+27,494	New	+$708K	0.02%	228
2020 Q2	–	Sell	-27,560	Closed	-$405K	–	379
2020 Q1	$405K	Buy	+27,560	New	+$667K	0.02%	332

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (New York)'s HEES Position: Q1 2025 in Review

Wealthspire Advisors (New York) sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 35,966 shares — an estimated $1.76M sold.

Wealthspire Advisors (New York) first reported a position in HEES in Q1 2020 and held it in 18 quarters. The position peaked at $2.31M in Q1 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Wealthspire Advisors (New York) reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 35,966 H&E Equipment Services shares in Q1 2025, an estimated $1.76M.
Wealthspire Advisors (New York) first reported a position in H&E Equipment Services in Q1 2020 and held it in 18 quarters.
Wealthspire Advisors (New York)'s H&E Equipment Services position peaked at $2.31M in Q1 2024.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2025, filed 9 May 2025.