MassMutual Private Wealth & Trust’s HEICO Corp HEI Stock Holding History

MassMutual Private Wealth & Trust’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	$102K	Hold	285	–	–	﹤0.01%	584
2026 Q1	$78.1K	Buy	285 +41	+17%	+$13.2K	﹤0.01%	631
2025 Q4	$79K	Sell	244 -1	-0.4%	-$316	﹤0.01%	651
2025 Q3	$79.1K	Hold	245	–	–	﹤0.01%	664
2025 Q2	$80.4K	Buy	245 +1	+0.4%	+$277	﹤0.01%	654
2025 Q1	$65.2K	Sell	244 -73	-23%	-$17.8K	﹤0.01%	663
2024 Q4	$75.4K	Buy	317 +66	+26%	+$17.1K	﹤0.01%	637
2024 Q3	$65.6K	Hold	251	–	–	﹤0.01%	600
2024 Q2	$56.1K	Hold	251	–	–	﹤0.01%	620
2024 Q1	$47.9K	Buy	251 +7	+3%	+$1.3K	﹤0.01%	629
2023 Q4	$43.6K	Hold	244	–	–	﹤0.01%	636
2023 Q3	$39.5K	Sell	244 -110	-31%	-$18.7K	﹤0.01%	647
2023 Q2	$62.6K	Sell	354 -10	-3%	-$1.69K	﹤0.01%	502
2023 Q1	$62.3K	Buy	364 +120	+49%	+$20.2K	﹤0.01%	485
2022 Q4	$37K	Buy	244 +203	+495%	+$31.6K	﹤0.01%	519
2022 Q3	$6K	Buy	41 +14	+52%	+$2.1K	﹤0.01%	891
2022 Q2	$4K	Buy	27 +19	+238%	+$2.68K	﹤0.01%	964
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	1333
2021 Q4	$1K	Buy	+8	New	+$1.13K	﹤0.01%	1222

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