Capstone Investment Advisors
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Capstone Investment Advisors’s HEICO Corp HEI Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-8,600
Closed -$2.82M – 1997
2025
Q2 		$2.82M Buy
+8,600
New +$2.38M 0.02% 536
2023
Q4 		– Sell
-2,911
Closed -$471K – 2247
2023
Q3 		$471K Buy
+2,911
New +$494K 0.01% 1352
2016
Q4 		– Sell
-33,257
Closed -$942K – 1028
2016
Q3 		$942K Buy
+33,257
New +$939K 0.05% 397
2016
Q2 		– Sell
-28,811
Closed -$709K – 757
2016
Q1 		$709K Buy
+28,811
New +$662K 0.04% 360

Other funds holding HEI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return