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Moody Lynn & Lieberson’s HEICO Corp HEI Stock Holding History

Moody Lynn & Lieberson’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
Q2 		$1.93M Buy
5,413
+329
+6% +$100K 0.1% 84
2026
Q1 		$1.39M Sell
5,084
-6,973
-58% -$2.24M 0.08% 94
2025
Q4 		$3.9M Buy
12,057
+7,684
+176% +$2.43M 0.21% 66
2025
Q3 		$1.41M Buy
4,373
+143
+3% +$45.5K 0.08% 97
2025
Q2 		$1.39M Buy
4,230
+60
+1% +$16.6K 0.08% 103
2025
Q1 		$1.11M Sell
4,170
-81
-2% -$19.7K 0.07% 109
2024
Q4 		$1.01M Buy
4,251
+65
+2% +$16.8K 0.06% 115
2024
Q3 		$1.09M Buy
4,186
+73
+2% +$17.7K 0.07% 119
2024
Q2 		$920K Buy
4,113
+1,591
+63% +$336K 0.06% 123
2024
Q1 		$482K Buy
2,522
+127
+5% +$23.6K 0.03% 162
2023
Q4 		$428K Buy
2,395
+60
+3% +$10.2K 0.03% 170
2023
Q3 		$378K Sell
2,335
-3,997
-63% -$678K 0.03% 162
2023
Q2 		$1.12M Buy
+6,332
New +$1.07M 0.09% 103
2022
Q1 		– Sell
-4,091
Closed -$590K – 245
2021
Q4 		$590K Sell
4,091
-258
-6% -$36.4K 0.04% 156
2021
Q3 		$574K Sell
4,349
-2,381
-35% -$314K 0.04% 151
2021
Q2 		$938K Buy
6,730
+84
+1% +$11.6K 0.07% 118
2021
Q1 		$836K Buy
6,646
+1,283
+24% +$165K 0.07% 122
2020
Q4 		$710K Buy
+5,363
New +$654K 0.06% 126
2018
Q4 		– Sell
-62,164
Closed -$5.76M – 202
2018
Q3 		$5.76M Sell
62,164
-17
-0% -$1.4K 0.61% 50
2018
Q2 		$4.54M Sell
62,181
-78
-0.1% -$5.67K 0.54% 53
2018
Q1 		$4.32M Sell
62,259
-69,005
-53% -$4.51M 0.52% 54
2017
Q4 		$5.48M Buy
131,264
+75,571
+136% +$3.52M 0.58% 50
2017
Q3 		$2.56M Buy
+55,693
New +$2.37M 0.31% 68

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Moody Lynn & Lieberson's HEI Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its HEICO Corp (HEI) stake by 6.5% in Q2 2026, buying an estimated $100K and bringing the position to 5,413 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #84.

Moody Lynn & Lieberson first reported a position in HEI in Q3 2017 and has held it in 23 quarters since. The position peaked at $5.76M in Q3 2018. 161 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Moody Lynn & Lieberson held 5,413 shares of HEICO Corp worth $1.93M as of Q2 2026.
  • Moody Lynn & Lieberson bought 329 HEICO Corp shares in Q2 2026, an estimated $100K.
  • HEICO Corp made up 0.1% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #84 holding.
  • Moody Lynn & Lieberson first reported a position in HEICO Corp in Q3 2017 and has held it in 23 quarters since.
  • Moody Lynn & Lieberson's HEICO Corp position peaked at $5.76M in Q3 2018.
  • 161 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.