Wealth Enhancement Advisory Services
HEI icon

Wealth Enhancement Advisory Services’s HEICO Corp HEI Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.2M Sell
15,456
-8,266
-35% -$2.66M 0.01% 972
2025
Q4 		$8.25M Buy
23,722
+1,038
+5% +$328K 0.01% 776
2025
Q3 		$7.19M Buy
22,684
+291
+1% +$92.6K 0.01% 788
2025
Q2 		$7.27M Buy
22,393
+16,077
+255% +$4.45M 0.01% 745
2025
Q1 		$1.69M Buy
6,316
+166
+3% +$40.4K ﹤0.01% 1335
2024
Q4 		$1.46M Buy
6,150
+224
+4% +$58K ﹤0.01% 1340
2024
Q3 		$1.55M Sell
5,926
-75
-1% -$18.1K ﹤0.01% 1178
2024
Q2 		$1.34M Buy
6,001
+195
+3% +$41.2K ﹤0.01% 1154
2024
Q1 		$1.11M Buy
5,806
+268
+5% +$49.7K ﹤0.01% 1191
2023
Q4 		$991K Buy
5,538
+759
+16% +$129K ﹤0.01% 1179
2023
Q3 		$774K Buy
+4,779
New +$811K ﹤0.01% 1207
2019
Q4 		– Sell
-7,652
Closed -$937K – 223
2019
Q3 		$937K Buy
+7,652
New +$1.05M 0.04% 166
2018
Q4 		– Sell
-17,096
Closed -$1.4M – 181
2018
Q3 		$1.4M Buy
+17,096
New +$1.41M 0.08% 89

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