Marcum Wealth’s HEICO Corp HEI Stock Holding History

Marcum Wealth’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 Q1	$2.03M	Hold	7,613	–	–	0.18%	61
2024 Q4	$1.81M	Sell	7,613 -39	-0.5%	-$10.1K	0.16%	68
2024 Q3	$2M	Hold	7,652	–	–	0.19%	60
2024 Q2	$1.71M	Hold	7,652	–	–	0.17%	63
2024 Q1	$1.46M	Hold	7,652	–	–	0.15%	76
2023 Q4	$1.37M	Hold	7,652	–	–	0.15%	76
2023 Q3	$1.24M	Hold	7,652	–	–	0.15%	76
2023 Q2	$1.35M	Hold	7,652	–	–	0.16%	71
2023 Q1	$1.31M	Hold	7,652	–	–	0.16%	72
2022 Q4	$1.18M	Hold	7,652	–	–	0.16%	71
2022 Q3	$1.1M	Hold	7,652	–	–	0.17%	73
2022 Q2	$1M	Hold	7,652	–	–	0.15%	87
2022 Q1	$1.18M	Hold	7,652	–	–	0.16%	82
2021 Q4	$1.1M	Hold	7,652	–	–	0.15%	94
2021 Q3	$1.01M	Sell	7,652 -800	-9%	-$105K	0.16%	92
2021 Q2	$1.18M	Hold	8,452	–	–	0.19%	74
2021 Q1	$1.06M	Buy	8,452 +2,257	+36%	+$290K	0.18%	81
2020 Q4	$820K	Buy	+6,195	New	+$756K	0.19%	44

Other funds holding HEI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marcum Wealth's HEI Position: Q1 2025 in Review

Marcum Wealth held its HEICO Corp (HEI) position steady in Q1 2025 at 7,613 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #61.

Marcum Wealth first reported a position in HEI in Q4 2020 and has held it in 18 quarters since. 640 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

Marcum Wealth held 7,613 shares of HEICO Corp worth $2.03M as of Q1 2025.
Marcum Wealth left its HEICO Corp share count unchanged in Q1 2025.
HEICO Corp made up 0.18% of Marcum Wealth's portfolio in Q1 2025, its #61 holding.
Marcum Wealth first reported a position in HEICO Corp in Q4 2020 and has held it in 18 quarters since.
640 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.