DiNuzzo Private Wealth
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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
Q3 		$1.82K Hold
6
– – ﹤0.01% 691
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DiNuzzo Private Wealth's HEI Position: Q3 2026 in Review

DiNuzzo Private Wealth held its HEICO Corp (HEI) position steady in Q3 2026 at 6 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

DiNuzzo Private Wealth first reported a position in HEI in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.14K in Q2 2026. 212 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • DiNuzzo Private Wealth held 6 shares of HEICO Corp worth $1.82K as of Q3 2026.
  • DiNuzzo Private Wealth left its HEICO Corp share count unchanged in Q3 2026.
  • HEICO Corp made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #691 holding.
  • DiNuzzo Private Wealth first reported a position in HEICO Corp in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's HEICO Corp position peaked at $2.14K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.