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Orion Portfolio Solutions’s HEICO Corp HEI Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$241K Sell
904
-116
-11% -$28.2K ﹤0.01% 1731
2024
Q4 		$242K Buy
1,020
+76
+8% +$19.7K ﹤0.01% 1665
2024
Q3 		$247K Buy
+944
New +$228K ﹤0.01% 1617
2020
Q3 		– Sell
-274
Closed -$27K – 1107
2020
Q2 		$27K Sell
274
-87
-24% -$8.03K ﹤0.01% 865
2020
Q1 		$27K Sell
361
-196
-35% -$21.4K ﹤0.01% 751
2019
Q4 		$64K Buy
+557
New +$68.5K 0.01% 502

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return