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Cynosure Group’s HEICO Corp HEI Stock Holding History

Cynosure 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 		– Sell
-1,564
Closed -$505K – 460
2025
Q3 		$505K Hold
1,564
– – 0.05% 191
2025
Q2 		$513K Buy
1,564
+285
+22% +$78.8K 0.06% 157
2025
Q1 		$342K Buy
1,279
+3
+0.2% +$731 0.05% 250
2024
Q4 		$303K Sell
1,276
-94
-7% -$24.4K 0.05% 223
2024
Q3 		$358K Buy
+1,370
New +$331K 0.05% 329

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

Cynosure Group's HEI Position: Q4 2025 in Review

Cynosure Group sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 1,564 shares — an estimated $505K sold.

Cynosure Group first reported a position in HEI in Q3 2024 and held it in 5 quarters. The position peaked at $513K in Q2 2025. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Cynosure Group reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
  • Cynosure Group sold 1,564 HEICO Corp shares in Q4 2025, an estimated $505K.
  • Cynosure Group first reported a position in HEICO Corp in Q3 2024 and held it in 5 quarters.
  • Cynosure Group's HEICO Corp position peaked at $513K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.