CI
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Capital International’s HEICO Corp HEI Stock Holding History

Capital International’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 		$22.7M Buy
82,693
+30,224
+58% +$9.73M 0.84% 36
2025
Q4 		$17M Sell
52,469
-6,332
-11% -$2M 0.6% 49
2025
Q3 		$19M Hold
58,801
– – 0.69% 43
2025
Q2 		$19.3M Buy
58,801
+5,418
+10% +$1.5M 0.74% 38
2025
Q1 		$14.3M Buy
53,383
+2,050
+4% +$499K 0.62% 51
2024
Q4 		$12.2M Buy
51,333
+4,348
+9% +$1.13M 0.5% 60
2024
Q3 		$12.3M Buy
46,985
+3,980
+9% +$963K 0.53% 63
2024
Q2 		$9.62M Buy
43,005
+12,670
+42% +$2.67M 0.44% 71
2024
Q1 		$5.79M Buy
30,335
+787
+3% +$146K 0.28% 97
2023
Q4 		$5.29M Buy
29,548
+6,920
+31% +$1.17M 0.27% 96
2023
Q3 		$3.66M Buy
+22,628
New +$3.84M 0.21% 111

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