New England Research & Management’s HEICO Corp HEI Stock Holding History

New England Research & 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
2025 Q4	–	Sell	-1,225	Closed	-$395K	–	162
2025 Q3	$395K	Buy	+1,225	New	+$390K	0.18%	115
2025 Q1	–	Sell	-3,225	Closed	-$767K	–	154
2024 Q4	$767K	Buy	+3,225	New	+$836K	0.39%	82
2020 Q3	–	Sell	-3,850	Closed	-$384K	–	144
2020 Q2	$384K	Sell	3,850 -1,650	-30%	-$152K	0.27%	106
2020 Q1	$410K	Buy	5,500 +1,925	+54%	+$210K	0.35%	92
2019 Q4	$408K	Buy	3,575 +650	+22%	+$80K	0.27%	112
2019 Q3	$365K	Buy	+2,925	New	+$400K	0.26%	117
2018 Q2	–	Sell	-6,411	Closed	-$445K	–	176
2018 Q1	$445K	Buy	+6,411	New	+$419K	0.3%	110

Other funds holding HEI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

New England Research & Management's HEI Position: Q4 2025 in Review

New England Research & Management sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 1,225 shares — an estimated $395K sold.

New England Research & Management first reported a position in HEI in Q1 2018 and held it in 7 quarters. The position peaked at $767K in Q4 2024. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

New England Research & Management reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
New England Research & Management sold 1,225 HEICO Corp shares in Q4 2025, an estimated $395K.
New England Research & Management first reported a position in HEICO Corp in Q1 2018 and held it in 7 quarters.
New England Research & Management's HEICO Corp position peaked at $767K in Q4 2024.
757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on New England Research & Management's 13F filing for Q4 2025, filed 7 Jan 2026.