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 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 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