MorganRosel Wealth Management’s HEICO Corp HEI Stock Holding History

MorganRosel 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	$615K	Sell	2,243 -1,604	-42%	-$516K	0.24%	69
2025 Q4	$1.24M	Sell	3,847 -559	-13%	-$177K	0.31%	50
2025 Q3	$1.42M	Sell	4,406 -79	-2%	-$25.1K	0.37%	44
2025 Q2	$1.47M	Buy	4,485 +4,458	+16,511%	+$1.23M	0.4%	43
2025 Q1	$7.21K	Buy	+27	New	+$6.58K	﹤0.01%	261
2023 Q3	–	Sell	-4,835	Closed	-$856K	–	101
2023 Q2	$856K	Buy	4,835 +592	+14%	+$99.8K	0.35%	54
2023 Q1	$726K	Sell	4,243 -1,290	-23%	-$217K	0.31%	64
2022 Q4	$850K	Buy	5,533 +137	+3%	+$21.3K	0.39%	53
2022 Q3	$777K	Buy	+5,396	New	+$809K	0.39%	50

Other funds holding HEI

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MorganRosel Wealth Management reduced its HEICO Corp (HEI) stake by 42% in Q1 2026, selling an estimated $516K and leaving 2,243 shares worth $615K. The position accounts for 0.24% of the portfolio, ranked #69.

MorganRosel Wealth Management first reported a position in HEI in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.47M in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

MorganRosel Wealth Management held 2,243 shares of HEICO Corp worth $615K as of Q1 2026.
MorganRosel Wealth Management sold 1,604 HEICO Corp shares in Q1 2026, an estimated $516K.
HEICO Corp made up 0.24% of MorganRosel Wealth Management's portfolio in Q1 2026, its #69 holding.
MorganRosel Wealth Management first reported a position in HEICO Corp in Q3 2022 and has held it in 9 quarters since.
MorganRosel Wealth Management's HEICO Corp position peaked at $1.47M in Q2 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.