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Machina Capital’s HEICO Corp HEI Stock Holding History

Machina Capital’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
-1,468
Closed -$475K – 398
2025
Q4 		$475K Sell
1,468
-22
-1% -$6.95K 0.09% 248
2025
Q3 		$481K Buy
+1,490
New +$474K 0.08% 242
2023
Q2 		– Sell
-328
Closed -$56.1K – 374
2023
Q1 		$56.1K Buy
+328
New +$55.2K 0.05% 310
2019
Q3 		– Sell
-3,000
Closed -$401K – 385
2019
Q2 		$401K Buy
+3,000
New +$334K 0.15% 183

Other funds holding HEI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
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Capital International Investors
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
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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 $666B AUM 30.12% 1-Year Est. Return