Azimuth Capital Investment Management’s HEICO Corp HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.7M	Sell	46,371 -34,858	-43%	-$11.2M	0.48%	69
2025 Q4	$26.3M	Sell	81,229 -813	-1%	-$257K	0.94%	19
2025 Q3	$26.5M	Sell	82,042 -1,729	-2%	-$550K	0.95%	21
2025 Q2	$27.5M	Buy	83,771 +362	+0.4%	+$100K	1.02%	18
2025 Q1	$22.3M	Sell	83,409 -17,401	-17%	-$4.24M	0.89%	29
2024 Q4	$24M	Buy	100,810 +718	+0.7%	+$186K	0.93%	24
2024 Q3	$26.2M	Buy	100,092 +1,512	+2%	+$366K	1.02%	21
2024 Q2	$22M	Buy	98,580 +1,720	+2%	+$363K	0.9%	26
2024 Q1	$18.5M	Buy	96,860 +3,752	+4%	+$696K	0.76%	40
2023 Q4	$16.7M	Buy	93,108 +50,448	+118%	+$8.54M	0.75%	45
2023 Q3	$6.91M	Buy	+42,660	New	+$7.24M	0.34%	104