DiNuzzo Private Wealth’s HEICO Corp HEI Stock Holding History

DiNuzzo Private Wealth’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	$2.14K	Hold	6	–	–	﹤0.01%	651
2026 Q1	$1.65K	Hold	6	–	–	﹤0.01%	712
2025 Q4	$1.94K	Hold	6	–	–	﹤0.01%	651
2025 Q3	$1.87K	Hold	6	–	–	﹤0.01%	651
2025 Q2	$1.97K	Hold	6	–	–	﹤0.01%	620
2025 Q1	$1.6K	Hold	6	–	–	﹤0.01%	667
2024 Q4	$1.43K	Hold	6	–	–	﹤0.01%	723
2024 Q3	$1.57K	Hold	6	–	–	﹤0.01%	703
2024 Q2	$1.34K	Buy	6 +1	+20%	+$211	﹤0.01%	679
2024 Q1	$955	Hold	5	–	–	﹤0.01%	748
2023 Q4	$895	Buy	+5	New	+$847	﹤0.01%	746

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