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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MassMutual Private Wealth & Trust's HEI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its HEICO Corp (HEI) position steady in Q2 2026 at 285 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

MassMutual Private Wealth & Trust first reported a position in HEI in Q4 2021 and has held it in 19 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 285 shares of HEICO Corp worth $102K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #584 holding.
  • MassMutual Private Wealth & Trust first reported a position in HEICO Corp in Q4 2021 and has held it in 19 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.