CX Institutional’s HEICO Corp HEI Stock Holding History

CX Institutional’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 Q3	$276K	Buy	938 +106	+13%	+$36K	0.01%	649
2026 Q2	$295K	Sell	832 -36	-4%	-$11K	0.01%	637
2026 Q1	$237K	Buy	868 +60	+7%	+$19.3K	0.01%	674
2025 Q4	$261K	Sell	808 -20	-2%	-$6.32K	0.01%	621
2025 Q3	$267K	Buy	828 +20	+2%	+$6.36K	0.01%	606
2025 Q2	$265K	Hold	808	–	–	0.01%	540
2025 Q1	$216K	Buy	+808	New	+$197K	0.01%	582
2024 Q4	–	Sell	-872	Closed	-$228K	–	562
2024 Q3	$228K	Buy	+872	New	+$211K	0.01%	525

Other funds holding HEI

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $435M AUM 26.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CX Institutional's HEI Position: Q3 2026 in Review

CX Institutional increased its HEICO Corp (HEI) stake by 13% in Q3 2026, buying an estimated $36K and bringing the position to 938 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #649.

CX Institutional first reported a position in HEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $295K in Q2 2026. 152 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

CX Institutional held 938 shares of HEICO Corp worth $276K as of Q3 2026.
CX Institutional bought 106 HEICO Corp shares in Q3 2026, an estimated $36K.
HEICO Corp made up 0.01% of CX Institutional's portfolio in Q3 2026, its #649 holding.
CX Institutional first reported a position in HEICO Corp in Q3 2024 and has held it in 8 quarters since.
CX Institutional's HEICO Corp position peaked at $295K in Q2 2026.
152 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.