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True Wealth Design’s HEICO Corp HEI Stock Holding History

True Wealth Design’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 		$7.12K Sell
20
-11
-35% -$3.35K ﹤0.01% 1185
2026
Q1 		$8.5K Sell
31
-49
-61% -$15.8K ﹤0.01% 1032
2025
Q4 		$25.9K Sell
80
-1
-1% -$316 0.01% 521
2025
Q3 		$26.1K Buy
81
+60
+286% +$19.1K 0.01% 516
2025
Q2 		$6.89K Buy
21
+9
+75% +$2.49K ﹤0.01% 698
2025
Q1 		$3.21K Buy
12
+10
+500% +$2.44K ﹤0.01% 829
2024
Q4 		$476 Hold
2
– – ﹤0.01% 1105
2024
Q3 		$523 Hold
2
– – ﹤0.01% 1092
2024
Q2 		$448 Hold
2
– – ﹤0.01% 671
2024
Q1 		$382 Buy
2
+1
+100% +$186 ﹤0.01% 673
2023
Q4 		$179 Hold
1
– – ﹤0.01% 692
2023
Q3 		$162 Hold
1
– – ﹤0.01% 671
2023
Q2 		$177 Hold
1
– – ﹤0.01% 669
2023
Q1 		$172 Hold
1
– – ﹤0.01% 749
2022
Q4 		$154 Buy
+1
New +$156 ﹤0.01% 697

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

True Wealth Design's HEI Position: Q2 2026 in Review

True Wealth Design reduced its HEICO Corp (HEI) stake by 35% in Q2 2026, selling an estimated $3.35K and leaving 20 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

True Wealth Design first reported a position in HEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.1K in Q3 2025. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • True Wealth Design held 20 shares of HEICO Corp worth $7.12K as of Q2 2026.
  • True Wealth Design sold 11 HEICO Corp shares in Q2 2026, an estimated $3.35K.
  • HEICO Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1185 holding.
  • True Wealth Design first reported a position in HEICO Corp in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's HEICO Corp position peaked at $26.1K in Q3 2025.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.