WealthTrak Capital Management’s H&E Equipment Services HEES Stock Holding History

WealthTrak Capital Management’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	–	999
2025 Q1	$948	Hold	10	–	–	﹤0.01%	532
2024 Q4	$490	Buy	+10	New	+$545	﹤0.01%	583

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

WealthTrak Capital Management's HEES Position: Q2 2025 in Review

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

WealthTrak Capital Management first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $948 in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

WealthTrak Capital Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
WealthTrak Capital Management sold 10 H&E Equipment Services shares in Q2 2025, an estimated $948.
WealthTrak Capital Management first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
WealthTrak Capital Management's H&E Equipment Services position peaked at $948 in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.