Bell Investment Advisors’s HEICO Corp HEI Stock Holding History

Bell Investment Advisors’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	$15.1K	Sell	55 -26	-32%	-$8.37K	﹤0.01%	531
2025 Q4	$26.2K	Buy	81 +26	+47%	+$8.22K	﹤0.01%	364
2025 Q3	$17.8K	Hold	55	–	–	﹤0.01%	441
2025 Q2	$18K	Sell	55 -4	-7%	-$1.11K	﹤0.01%	457
2025 Q1	$15.8K	Buy	59 +4	+7%	+$974	﹤0.01%	457
2024 Q4	$13.1K	Hold	55	–	–	﹤0.01%	505
2024 Q3	$14.4K	Hold	55	–	–	﹤0.01%	486
2024 Q2	$12.3K	Hold	55	–	–	﹤0.01%	535
2024 Q1	$10.5K	Hold	55	–	–	﹤0.01%	572
2023 Q4	$9.84K	Buy	55 +9	+20%	+$1.52K	﹤0.01%	569
2023 Q3	$7.45K	Sell	46 -10	-18%	-$1.7K	﹤0.01%	618
2023 Q2	$9.91K	Sell	56 -3	-5%	-$506	﹤0.01%	516
2023 Q1	$10.1K	Buy	59 +3	+5%	+$505	﹤0.01%	483
2022 Q4	$8.6K	Hold	56	–	–	﹤0.01%	544
2022 Q3	$8K	Buy	56 +3	+6%	+$450	﹤0.01%	487
2022 Q2	$7K	Buy	+53	New	+$7.47K	﹤0.01%	554
2021 Q4	$6K	Hold	39	–	–	﹤0.01%	683
2021 Q3	$5K	Buy	+39	New	+$5.14K	﹤0.01%	712

Other funds holding HEI

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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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