Moors & Cabot’s HEICO Corp HEI Stock Holding History

Moors & Cabot’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
2024 Q3	–	Sell	-100	Closed	-$4.79K	–	894
2024 Q2	$4.79K	Hold	100	–	–	﹤0.01%	848
2024 Q1	$2.06K	Buy	+100	New	+$18.6K	﹤0.01%	903

Other funds holding HEI

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Moors & Cabot's HEI Position: Q3 2025 in Review

Moors & Cabot sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 2,154 shares — an estimated $707K sold.

Moors & Cabot first reported a position in HEI in Q3 2018 and held it in 28 quarters. The position peaked at $1.47M in Q2 2023. 713 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

Moors & Cabot reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
Moors & Cabot sold 2,154 HEICO Corp shares in Q3 2025, an estimated $707K.
Moors & Cabot first reported a position in HEICO Corp in Q3 2018 and held it in 28 quarters.
Moors & Cabot's HEICO Corp position peaked at $1.47M in Q2 2023.
713 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Moors & Cabot's 13F filing for Q3 2025, filed 14 Nov 2025.