Oliver Lagore Vanvalin Investment Group’s HEICO Corp HEI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$187K	Buy	+700	New	+$194K	0.07%	134
2024 Q4	$166K	Hold	700	–	–	0.04%	128
2024 Q3	$183K	Hold	700	–	–	0.05%	128
2024 Q2	$157K	Hold	700	–	–	0.04%	134
2024 Q1	$134K	Hold	700	–	–	0.04%	155
2023 Q4	$125K	Hold	700	–	–	0.05%	136
2023 Q3	$113K	Sell	700 -1,100	-61%	-$187K	0.04%	157
2023 Q2	$318K	Hold	1,800	–	–	0.12%	112
2023 Q1	$308K	Hold	1,800	–	–	0.13%	72
2022 Q4	$277K	Hold	1,800	–	–	0.16%	71
2022 Q3	$259K	Hold	1,800	–	–	0.17%	76
2022 Q2	$236K	Hold	1,800	–	–	0.14%	79
2022 Q1	$276K	Buy	+1,800	New	+$261K	0.18%	80

Other funds holding HEI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HEI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in HEICO Corp (HEI) in Q2 2025: 700 shares worth $187K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HEI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HEI in Q1 2022 and has held it in 13 quarters since. The position peaked at $318K in Q2 2023. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 700 shares of HEICO Corp worth $187K as of Q2 2025.
HEICO Corp was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
HEICO Corp made up 0.07% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #134 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in HEICO Corp in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's HEICO Corp position peaked at $318K in Q2 2023.
706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.