Bank Julius Baer & Co
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Bank Julius Baer & Co’s HEICO Corp HEI Stock Holding History

Bank Julius Baer & Co’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
2026
Q1 		$12M Sell
43,917
-3,533
-7% -$1.14M 0.04% 168
2025
Q4 		$15.4M Sell
47,450
-7,106
-13% -$2.25M 0.04% 161
2025
Q3 		$17.6M Sell
54,556
-17,033
-24% -$5.42M 0.05% 159
2025
Q2 		$23.5M Sell
71,589
-2,988
-4% -$827K 0.07% 134
2025
Q1 		$19.9M Buy
74,577
+3,725
+5% +$907K 0.06% 148
2024
Q4 		$17.7M Buy
70,852
+8,628
+14% +$2.24M 0.05% 158
2024
Q3 		$17.6M Buy
62,224
+62,026
+31,326% +$15M 0.06% 140
2024
Q2 		$49.2K Buy
+198
New +$41.8K ﹤0.01% 443
2023
Q1 		– Sell
-2,651
Closed -$407K – 598
2022
Q4 		$407K Buy
2,651
+280
+12% +$43.6K ﹤0.01% 358
2022
Q3 		$341K Buy
+2,371
New +$355K ﹤0.01% 363
2020
Q2 		– Sell
-2,450
Closed -$183K – 705
2020
Q1 		$183K Buy
+2,450
New +$268K ﹤0.01% 406

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VPM
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return