Atria Wealth Solutions’s HEICO Corp HEI Stock Holding History

Atria Wealth Solutions’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.32M	Sell	13,283 -768	-5%	-$212K	0.1%	238
2025 Q1	$3.75M	Buy	14,051 +537	+4%	+$131K	0.05%	422
2024 Q4	$3.21M	Sell	13,514 -105	-0.8%	-$27.2K	0.04%	484
2024 Q3	$3.56M	Sell	13,619 -573	-4%	-$139K	0.04%	435
2024 Q2	$3.17M	Buy	14,192 +71	+0.5%	+$15K	0.04%	470
2024 Q1	$2.7M	Sell	14,121 -154	-1%	-$28.6K	0.03%	532
2023 Q4	$2.55M	Buy	14,275 +4	+0%	+$677	0.03%	527
2023 Q3	$2.31M	Sell	14,271 -121	-0.8%	-$20.5K	0.03%	512
2023 Q2	$2.55M	Sell	14,392 -116	-0.8%	-$19.6K	0.03%	492
2023 Q1	$2.48M	Sell	14,508 -390	-3%	-$65.7K	0.04%	467
2022 Q4	$2.29M	Sell	14,898 -644	-4%	-$100K	0.04%	464
2022 Q3	$2.24M	Buy	15,542 +1,873	+14%	+$281K	0.04%	438
2022 Q2	$1.79M	Sell	13,669 -977	-7%	-$138K	0.04%	487
2022 Q1	$2.25M	Buy	+14,646	New	+$2.13M	0.04%	451

Other funds holding HEI

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return