CVA Family Office’s HEICO Corp HEI Stock Holding History

CVA Family Office’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	$16.2K	Buy	59 +23	+64%	+$7.41K	﹤0.01%	860
2025 Q4	$11.6K	Buy	36 +2	+6%	+$632	﹤0.01%	777
2025 Q3	$11K	Sell	34 -4	-11%	-$1.27K	﹤0.01%	790
2025 Q2	$12.5K	Buy	38 +4	+12%	+$1.11K	﹤0.01%	764
2025 Q1	$9.08K	Buy	34 +26	+325%	+$6.33K	﹤0.01%	812
2024 Q4	$1.9K	Buy	8 +4	+100%	+$1.04K	﹤0.01%	999
2024 Q3	$1.05K	Buy	4 +2	+100%	+$484	﹤0.01%	1069
2024 Q2	$447	Buy	+2	New	+$422	﹤0.01%	1245
2023 Q2	–	Sell	-5	Closed	-$855	–	1034
2023 Q1	$855	Buy	+5	New	+$842	﹤0.01%	912
2021 Q3	–	Sell	-39	Closed	-$5K	–	573
2021 Q2	$5K	Buy	+39	New	+$5.38K	﹤0.01%	765

Other funds holding HEI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return