KAS
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KPP Advisory Services’s HEICO Corp HEI Stock Holding History

KPP Advisory Services’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 		$213K Hold
775
– – 0.03% 330
2025
Q4 		$251K Sell
775
-100
-11% -$31.6K 0.04% 291
2025
Q3 		$282K Hold
875
– – 0.04% 284
2025
Q2 		$287K Hold
875
– – 0.05% 260
2025
Q1 		$234K Buy
+875
New +$213K 0.04% 271
2024
Q4 		– Sell
-875
Closed -$229K – 266
2024
Q3 		$229K Buy
+875
New +$212K 0.05% 231
2024
Q1 		– Sell
-1,900
Closed -$340K – 242
2023
Q4 		$340K Buy
1,900
+124
+7% +$21K 0.3% 86
2023
Q3 		$288K Buy
+1,776
New +$301K 0.1% 159

Other funds holding HEI

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