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MGB Wealth Management’s HEICO Corp HEI Stock Holding History

MGB Wealth Management’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 		$940K Hold
2,900
– – 0.27% 77
2025
Q3 		$935K Hold
2,900
– – 0.26% 78
2025
Q2 		$951K Hold
2,900
– – 0.31% 80
2025
Q1 		$775K Hold
2,900
– – 0.28% 91
2024
Q4 		$690K Hold
2,900
– – 0.21% 88
2024
Q3 		$758K Buy
2,900
+100
+4% +$24.2K 0.27% 84
2024
Q2 		$634K Buy
2,800
+100
+4% +$21.1K 0.24% 94
2024
Q1 		$517K Hold
2,700
– – 0.21% 111
2023
Q4 		$483K Buy
+2,700
New +$457K 0.24% 112

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

MGB Wealth Management's HEI Position: Q4 2025 in Review

MGB Wealth Management held its HEICO Corp (HEI) position steady in Q4 2025 at 2,900 shares worth $940K. The position accounts for 0.27% of the portfolio, ranked #77.

MGB Wealth Management first reported a position in HEI in Q4 2023 and has held it in 9 quarters since. The position peaked at $951K in Q2 2025. 756 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • MGB Wealth Management held 2,900 shares of HEICO Corp worth $940K as of Q4 2025.
  • MGB Wealth Management left its HEICO Corp share count unchanged in Q4 2025.
  • HEICO Corp made up 0.27% of MGB Wealth Management's portfolio in Q4 2025, its #77 holding.
  • MGB Wealth Management first reported a position in HEICO Corp in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's HEICO Corp position peaked at $951K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.