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Rothschild Investment LLC’s HEICO Corp HEI Stock Holding History

Rothschild Investment LLC’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
Q1 		$57.9K Sell
211
-1
-0.5% -$322 ﹤0.01% 1074
2025
Q4 		$68.6K Sell
212
-2
-0.9% -$632 ﹤0.01% 935
2025
Q3 		$69.1K Buy
214
+2
+0.9% +$637 ﹤0.01% 897
2025
Q2 		$69.5K Sell
212
-10
-5% -$2.77K ﹤0.01% 713
2025
Q1 		$59.3K Sell
222
-30
-12% -$7.3K ﹤0.01% 727
2024
Q4 		$59.9K Buy
252
+101
+67% +$26.2K ﹤0.01% 746
2024
Q3 		$39.5K Hold
151
– – ﹤0.01% 837
2024
Q2 		$33.8K Hold
151
– – ﹤0.01% 849
2024
Q1 		$28.8K Hold
151
– – ﹤0.01% 839
2023
Q4 		$27K Buy
+151
New +$25.6K ﹤0.01% 791

Other funds holding HEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return