Position in HEI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,628,837
+$250,638 QoQ
Shares Held
5,316
-6.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#419
of 916 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealthfront Advisers LLC holds $227,664,002 across 29 Aerospace & Defense names. HEI ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
157,751 | $58,956,281 | |
| 2 | RTX |
RTX Corp
|
134,983 | $25,610,324 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
91,564 | $24,617,897 | |
| 4 | RKLB |
Rocket Lab Corp
|
198,490 | $20,176,508 | |
| 5 | BA |
Boeing Co
|
80,197 | $17,360,244 | |
| 6 | LMT |
Lockheed Martin Corp
|
27,262 | $13,888,898 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
54,444 | $12,036,479 | |
| 8 | TDG |
TransDigm Group INC
|
8,022 | $10,685,624 |
All Filings in HEI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $694,551 | 2,693 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $934,286 | 2,623 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 HEI-A | $595,907 | 2,823 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $782,292 | 2,853 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 HEI-A | $728,512 | 2,886 | Shares | Sole | 2026-01-30 | |
| 2025-12-31 | $924,173 | 2,856 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 HEI-A | $702,050 | 2,763 | Shares | Sole | 2025-11-06 | |
| 2025-09-30 | $901,313 | 2,792 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 HEI-A | $700,953 | 2,709 | Shares | Sole | 2025-07-31 | |
| 2025-06-30 | $890,192 | 2,714 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 HEI-A | $499,787 | 2,369 | Shares | Sole | 2025-05-02 | |
| 2025-03-31 | $645,263 | 2,415 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 HEI-A | $838,476 | 4,506 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $1,224,598 | 5,151 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 HEI-A | $976,214 | 4,791 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $1,399,179 | 5,351 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 HEI-A | $296,280 | 1,669 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $535,545 | 2,395 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $408,358 | 2,138 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $407,286 | 2,277 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $361,913 | 2,235 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $402,184 | 2,273 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $415,798 | 2,431 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $404,073 | 2,630 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,654,474 | 11,491 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||