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 Q3	$13.6K	Buy	45 +25	+125%	+$8.5K	﹤0.01%	953
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

True Wealth Design's HEI Position: Q3 2026 in Review

True Wealth Design increased its HEICO Corp (HEI) stake by 125% in Q3 2026, buying an estimated $8.5K and bringing the position to 45 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

True Wealth Design first reported a position in HEI in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.1K in Q3 2025. 65 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

True Wealth Design held 45 shares of HEICO Corp worth $13.6K as of Q3 2026.
True Wealth Design bought 25 HEICO Corp shares in Q3 2026, an estimated $8.5K.
HEICO Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #953 holding.
True Wealth Design first reported a position in HEICO Corp in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's HEICO Corp position peaked at $26.1K in Q3 2025.
65 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.