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Truvestments Capital’s HEICO Corp HEI Stock Holding History

Truvestments Capital’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 		$39.8K Hold
145
– – 0.01% 532
2025
Q4 		$46.9K Hold
145
– – 0.01% 462
2025
Q3 		$46.8K Hold
145
– – 0.01% 452
2025
Q2 		$47.6K Hold
145
– – 0.01% 403
2025
Q1 		$38.7K Hold
145
– – 0.01% 445
2024
Q4 		$34.5K Hold
145
– – 0.01% 431
2024
Q3 		$37.9K Buy
+145
New +$35.1K 0.01% 397
2024
Q2 		– Sell
-145
Closed -$27.7K – 421
2024
Q1 		$27.7K Hold
145
– – 0.01% 408
2023
Q4 		$25.9K Hold
145
– – 0.01% 403
2023
Q3 		$23.5K Hold
145
– – 0.01% 366
2023
Q2 		$25.7K Hold
145
– – 0.01% 353
2023
Q1 		$24.8K Hold
145
– – 0.01% 355
2022
Q4 		$22.3K Buy
+145
New +$22.6K 0.01% 372

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