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Harbor Capital Advisors’s HEICO Corp HEI Stock Holding History

Harbor Capital 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
2026
Q1 		– Sell
-680
Closed -$220K – 1345
2025
Q4 		$220K Hold
680
– – 0.02% 607
2025
Q3 		$220K Buy
680
+22
+3% +$7K 0.02% 594
2025
Q2 		$216K Sell
658
-6
-0.9% -$1.66K 0.01% 601
2025
Q1 		$177K Buy
+664
New +$162K 0.01% 622

Other funds holding HEI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DAM
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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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return