BCM
HEI icon

Berbice Capital Management’s HEICO Corp HEI Stock Holding History

Berbice Capital Management’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
2025
Q4 		– Sell
-100
Closed -$32.3K – 172
2025
Q3 		$32.3K Buy
+100
New +$31.8K 0.02% 113
2025
Q1 		– Sell
-400
Closed -$95.1K – 178
2024
Q4 		$95.1K Buy
+400
New +$104K 0.08% 63

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Berbice Capital Management's HEI Position: Q4 2025 in Review

Berbice Capital Management sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 100 shares — an estimated $32.3K sold.

Berbice Capital Management first reported a position in HEI in Q4 2024 and held it in 2 quarters. The position peaked at $95.1K in Q4 2024. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Berbice Capital Management reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
  • Berbice Capital Management sold 100 HEICO Corp shares in Q4 2025, an estimated $32.3K.
  • Berbice Capital Management first reported a position in HEICO Corp in Q4 2024 and held it in 2 quarters.
  • Berbice Capital Management's HEICO Corp position peaked at $95.1K in Q4 2024.
  • 757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Berbice Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.