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Morse Asset Management’s HEICO Corp HEI Stock Holding History

Morse Asset 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
Q2 		$5.7K Hold
16
– – ﹤0.01% 338
2026
Q1 		$4.39K Buy
16
+1
+7% +$322 ﹤0.01% 337
2025
Q4 		$4.85K Hold
15
– – ﹤0.01% 326
2025
Q3 		$4.84K Buy
+15
New +$4.77K ﹤0.01% 298
2025
Q1 		– Sell
-6,825
Closed -$1.62M – 362
2024
Q4 		$1.62M Buy
6,825
+673
+11% +$174K 0.37% 63
2024
Q3 		$1.61M Sell
6,152
-17
-0.3% -$4.11K 0.35% 68
2024
Q2 		$1.38M Buy
6,169
+221
+4% +$46.7K 0.33% 70
2024
Q1 		$1.14M Buy
+5,948
New +$1.1M 0.29% 77

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morse Asset Management's HEI Position: Q2 2026 in Review

Morse Asset Management held its HEICO Corp (HEI) position steady in Q2 2026 at 16 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Morse Asset Management first reported a position in HEI in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2024. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Morse Asset Management held 16 shares of HEICO Corp worth $5.7K as of Q2 2026.
  • Morse Asset Management left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #338 holding.
  • Morse Asset Management first reported a position in HEICO Corp in Q1 2024 and has held it in 8 quarters since.
  • Morse Asset Management's HEICO Corp position peaked at $1.62M in Q4 2024.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.