Beaird Harris Wealth Management’s HEICO Corp HEI Stock Holding History

Beaird Harris Wealth Management’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 Q2	$8.19K	Hold	23	–	–	﹤0.01%	409
2026 Q1	$6.31K	Hold	23	–	–	﹤0.01%	394
2025 Q4	$7.44K	Hold	23	–	–	﹤0.01%	417
2025 Q3	$7.42K	Hold	23	–	–	﹤0.01%	401
2025 Q2	$7.54K	Hold	23	–	–	﹤0.01%	397
2025 Q1	$6.15K	Hold	23	–	–	﹤0.01%	372
2024 Q4	$5.47K	Hold	23	–	–	﹤0.01%	374
2024 Q3	$6.01K	Hold	23	–	–	﹤0.01%	364
2024 Q2	$5.14K	Buy	+23	New	+$4.86K	﹤0.01%	447
2023 Q1	–	Sell	-4	Closed	-$615	–	586
2022 Q4	$615	Buy	+4	New	+$623	﹤0.01%	681

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return