Spire Wealth Management’s HEICO Corp HEI Stock Holding History

Spire Wealth Management’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	$39.6K	Hold	145	–	–	﹤0.01%	1235
2025 Q4	$46.8K	Hold	145	–	–	﹤0.01%	1203
2025 Q3	$46.7K	Buy	145 +10	+7%	+$3.18K	﹤0.01%	1261
2025 Q2	$44.4K	Sell	135 -61	-31%	-$16.9K	﹤0.01%	1247
2025 Q1	$52.4K	Sell	196 -426	-68%	-$104K	﹤0.01%	1259
2024 Q4	$148K	Buy	622 +319	+105%	+$82.6K	﹤0.01%	909
2024 Q3	$79.2K	Sell	303 -10	-3%	-$2.42K	﹤0.01%	988
2024 Q2	$70K	Sell	313 -54	-15%	-$11.4K	﹤0.01%	1005
2024 Q1	$70.1K	Buy	367 +124	+51%	+$23K	﹤0.01%	1106
2023 Q4	$42.9K	Hold	243	–	–	﹤0.01%	1256
2023 Q3	$39.3K	Sell	243 -1	-0.4%	-$170	﹤0.01%	1254
2023 Q2	$43.2K	Sell	244 -115	-32%	-$19.4K	﹤0.01%	1255
2023 Q1	$61.4K	Hold	359	–	–	﹤0.01%	1117
2022 Q4	$55K	Buy	359 +115	+47%	+$17.9K	﹤0.01%	952
2022 Q3	$35K	Sell	244 -166	-40%	-$24.9K	﹤0.01%	1086
2022 Q2	$54K	Sell	410 -2,400	-85%	-$338K	﹤0.01%	1260
2022 Q1	$431K	Sell	2,810 -563	-17%	-$81.7K	0.01%	620
2021 Q4	$486K	Buy	3,373 +366	+12%	+$51.6K	0.01%	710
2021 Q3	$397K	Sell	3,007 -30	-1%	-$3.95K	0.01%	670
2021 Q2	$423K	Sell	3,037 -884	-23%	-$122K	0.01%	661
2021 Q1	$492K	Buy	+3,921	New	+$504K	0.01%	674

Other funds holding HEI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return