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

Moody Lynn & Lieberson’s Portfolio HEI.A Stock Details HEI.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.21M	Buy	+8,565	New	+$1.96M	0.12%	78

Other funds holding HEI.A

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Moody Lynn & Lieberson opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 8,565 shares worth $2.21M. The stake represents 0.12% of the portfolio and ranks #78 among its holdings.

190 funds tracked by Wall St. Rank hold HEI.A as of Q2 2026.

Moody Lynn & Lieberson held 8,565 shares of HEICO Corp Class A worth $2.21M as of Q2 2026.
HEICO Corp Class A was a new Moody Lynn & Lieberson position in Q2 2026.
HEICO Corp Class A made up 0.12% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #78 holding.
190 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

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