NZS Capital’s HEICO Class A HEI.A Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.4M Buy
183,272
+16,491
+10% +$4.27M 1.61% 26
2025
Q1
$35.2M Sell
166,781
-2,104
-1% -$444K 1.59% 26
2024
Q4
$31.4M Buy
168,885
+7,599
+5% +$1.41M 1.34% 27
2024
Q3
$32.9M Buy
161,286
+4,421
+3% +$901K 1.28% 28
2024
Q2
$27.8M Buy
+156,865
New +$27.8M 1.14% 30