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Moran Wealth Management’s HEICO Corp HEI Stock Holding History

Moran 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
2026
Q1 		– Sell
-1,308
Closed -$423K – 513
2025
Q4 		$423K Sell
1,308
-666
-34% -$210K 0.01% 415
2025
Q3 		$637K Sell
1,974
-145
-7% -$46.1K 0.02% 380
2025
Q2 		$695K Sell
2,119
-357
-14% -$98.8K 0.02% 359
2025
Q1 		$662K Sell
2,476
-211
-8% -$51.4K 0.02% 345
2024
Q4 		$639K Buy
2,687
+51
+2% +$13.2K 0.02% 345
2024
Q3 		$689K Sell
2,636
-7
-0.3% -$1.69K 0.02% 338
2024
Q2 		$591K Buy
2,643
+658
+33% +$139K 0.02% 334
2024
Q1 		$379K Buy
1,985
+750
+61% +$139K 0.01% 356
2023
Q4 		$221K Buy
+1,235
New +$209K 0.01% 397

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Moran Wealth Management's HEI Position: Q1 2026 in Review

Moran Wealth Management sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 1,308 shares — an estimated $423K sold.

Moran Wealth Management first reported a position in HEI in Q4 2023 and held it in 9 quarters. The position peaked at $695K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Moran Wealth Management reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 1,308 HEICO Corp shares in Q1 2026, an estimated $423K.
  • Moran Wealth Management first reported a position in HEICO Corp in Q4 2023 and held it in 9 quarters.
  • Moran Wealth Management's HEICO Corp position peaked at $695K in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.