Northwestern Mutual Wealth Management’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $898K | Sell |
3,275
-221
| -6% | -$71.2K | ﹤0.01% | 1382 |
|
|
2025
Q4 | $1.13M | Sell |
3,496
-1,056
| -23% | -$334K | ﹤0.01% | 1250 |
|
|
2025
Q3 | $1.47M | Sell |
4,552
-7,301
| -62% | -$2.32M | ﹤0.01% | 1104 |
|
|
2025
Q2 | $3.89M | Sell |
11,853
-642
| -5% | -$178K | ﹤0.01% | 760 |
|
|
2025
Q1 | $3.34M | Buy |
12,495
+1,102
| +10% | +$268K | ﹤0.01% | 773 |
|
|
2024
Q4 | $2.71M | Buy |
11,393
+2,994
| +36% | +$776K | ﹤0.01% | 775 |
|
|
2024
Q3 | $2.2M | Sell |
8,399
-436
| -5% | -$105K | ﹤0.01% | 827 |
|
|
2024
Q2 | $1.98M | Buy |
8,835
+565
| +7% | +$119K | ﹤0.01% | 816 |
|
|
2024
Q1 | $1.58M | Buy |
8,270
+1,002
| +14% | +$186K | ﹤0.01% | 865 |
|
|
2023
Q4 | $1.3M | Buy |
7,268
+2,168
| +43% | +$367K | ﹤0.01% | 895 |
|
|
2023
Q3 | $826K | Buy |
5,100
+1,102
| +28% | +$187K | ﹤0.01% | 1008 |
|
|
2023
Q2 | $707K | Buy |
3,998
+759
| +23% | +$128K | ﹤0.01% | 1049 |
|
|
2023
Q1 | $554K | Buy |
3,239
+2,635
| +436% | +$444K | ﹤0.01% | 1090 |
|
|
2022
Q4 | $92.8K | Buy |
604
+38
| +7% | +$5.92K | ﹤0.01% | 1683 |
|
|
2022
Q3 | $81K | Buy |
566
+33
| +6% | +$4.95K | ﹤0.01% | 1712 |
|
|
2022
Q2 | $70K | Buy |
533
+207
| +63% | +$29.2K | ﹤0.01% | 1785 |
|
|
2022
Q1 | $50K | Sell |
326
-134
| -29% | -$19.5K | ﹤0.01% | 1946 |
|
|
2021
Q4 | $66K | Sell |
460
-314
| -41% | -$44.3K | ﹤0.01% | 1878 |
|
|
2021
Q3 | $102K | Buy |
774
+352
| +83% | +$46.4K | ﹤0.01% | 1620 |
|
|
2021
Q2 | $59K | Hold |
422
| – | – | ﹤0.01% | 1797 |
|
|
2021
Q1 | $53K | Sell |
422
-17
| -4% | -$2.18K | ﹤0.01% | 1719 |
|
|
2020
Q4 | $58K | Buy |
439
+17
| +4% | +$2.07K | ﹤0.01% | 1598 |
|
|
2020
Q3 | $44K | Sell |
422
-86
| -17% | -$8.88K | ﹤0.01% | 1551 |
|
|
2020
Q2 | $51K | Sell |
508
-225
| -31% | -$20.8K | ﹤0.01% | 1430 |
|
|
2020
Q1 | $55K | Sell |
733
-2,171
| -75% | -$237K | ﹤0.01% | 1346 |
|
|
2019
Q4 | $331K | Hold |
2,904
| – | – | ﹤0.01% | 783 |
|
|
2019
Q3 | $363K | Hold |
2,904
| – | – | ﹤0.01% | 717 |
|
|
2019
Q2 | $389K | Sell |
2,904
-359
| -11% | -$39.9K | ﹤0.01% | 702 |
|
|
2019
Q1 | $310K | Buy |
3,263
+2,928
| +874% | +$255K | ﹤0.01% | 738 |
|
|
2018
Q4 | $26K | Sell |
335
-108
| -24% | -$9.01K | ﹤0.01% | 1504 |
|
|
2018
Q3 | $41K | Buy |
443
+413
| +1,377% | +$33.9K | ﹤0.01% | 1388 |
|
|
2018
Q2 | $2K | Buy |
+30
| New | +$2.18K | ﹤0.01% | 2170 |
|
|
2018
Q1 | – | Sell |
-305
| Closed | -$15K | – | 2289 |
|
|
2017
Q4 | $15K | Buy |
+305
| New | +$14.2K | ﹤0.01% | 1596 |
|
|
2017
Q1 | – | Sell |
-239
| Closed | -$8K | – | 2170 |
|
|
2016
Q4 | $8K | Buy |
+239
| New | +$7.18K | ﹤0.01% | 1692 |
|
|
2016
Q3 | – | Sell |
-198
| Closed | -$5K | – | 741 |
|
|
2016
Q2 | $5K | Sell |
198
-100
| -34% | -$2.59K | ﹤0.01% | 1592 |
|
|
2016
Q1 | $7K | Buy |
+298
| New | +$6.85K | ﹤0.01% | 1543 |
|
Other funds holding HEI
DAM
VPM
VCM
Northwestern Mutual Wealth Management's HEI Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its HEICO Corp (HEI) stake by 6.3% in Q1 2026, selling an estimated $71.2K and leaving 3,275 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.
Northwestern Mutual Wealth Management first reported a position in HEI in Q1 2016 and has held it in 36 quarters since. The position peaked at $3.89M in Q2 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.
- Northwestern Mutual Wealth Management held 3,275 shares of HEICO Corp worth $898K as of Q1 2026.
- Northwestern Mutual Wealth Management sold 221 HEICO Corp shares in Q1 2026, an estimated $71.2K.
- HEICO Corp made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1382 holding.
- Northwestern Mutual Wealth Management first reported a position in HEICO Corp in Q1 2016 and has held it in 36 quarters since.
- Northwestern Mutual Wealth Management's HEICO Corp position peaked at $3.89M in Q2 2025.
- 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.