CIBC Private Wealth Group
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CIBC Private Wealth Group’s HEICO Corp HEI Stock Holding History

CIBC Private Wealth Group’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 		$464K Buy
1,435
+22
+2% +$6.95K ﹤0.01% 907
2025
Q3 		$456K Hold
1,413
– – ﹤0.01% 888
2025
Q2 		$463K Sell
1,413
-55
-4% -$15.2K ﹤0.01% 856
2025
Q1 		$351K Sell
1,468
-63
-4% -$15.3K ﹤0.01% 914
2024
Q4 		$348K Buy
1,531
+111
+8% +$28.8K ﹤0.01% 972
2024
Q3 		$371K Sell
1,420
-92
-6% -$22.3K ﹤0.01% 965
2024
Q2 		$345K Buy
1,512
+22
+1% +$4.64K ﹤0.01% 918
2024
Q1 		$281K Buy
1,490
+155
+12% +$28.8K ﹤0.01% 996
2023
Q4 		$239K Buy
+1,335
New +$226K ﹤0.01% 1008
2022
Q3 		– Sell
-400
Closed -$52K – 1024
2022
Q2 		$52K Hold
400
– – ﹤0.01% 966
2022
Q1 		$61K Buy
+400
New +$58.1K ﹤0.01% 1025
2018
Q3 		– Sell
-1,465
Closed -$107K – 1275
2018
Q2 		$107K Hold
1,465
– – ﹤0.01% 1015
2018
Q1 		$102K Sell
1,465
-803
-35% -$52.5K ﹤0.01% 1013
2017
Q4 		$110K Buy
+2,268
New +$106K ﹤0.01% 1021

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CIBC Private Wealth Group's HEI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its HEICO Corp (HEI) stake by 1.6% in Q4 2025, buying an estimated $6.95K and bringing the position to 1,435 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

CIBC Private Wealth Group first reported a position in HEI in Q4 2017 and has held it in 14 quarters since. 756 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • CIBC Private Wealth Group held 1,435 shares of HEICO Corp worth $464K as of Q4 2025.
  • CIBC Private Wealth Group bought 22 HEICO Corp shares in Q4 2025, an estimated $6.95K.
  • HEICO Corp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #907 holding.
  • CIBC Private Wealth Group first reported a position in HEICO Corp in Q4 2017 and has held it in 14 quarters since.
  • 756 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.