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Principal Securities’s HEICO Corp HEI Stock Holding History

Principal Securities’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
-259
Closed -$83.6K – 2280
2025
Q3 		$83.6K Sell
259
-17
-6% -$5.41K ﹤0.01% 1675
2025
Q2 		$90.5K Sell
276
-56
-17% -$15.5K ﹤0.01% 1588
2025
Q1 		$78.9K Hold
332
– – ﹤0.01% 1537
2024
Q4 		$78.9K Buy
332
+47
+16% +$12.2K ﹤0.01% 1534
2024
Q3 		$74.5K Buy
285
+22
+8% +$5.32K ﹤0.01% 1521
2024
Q2 		$58.8K Hold
263
– – ﹤0.01% 1550
2024
Q1 		$50.2K Sell
263
-597
-69% -$111K ﹤0.01% 1566
2023
Q4 		$154K Buy
+860
New +$146K 0.01% 1014

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Principal Securities's HEI Position: Q4 2025 in Review

Principal Securities sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 259 shares — an estimated $83.6K sold.

Principal Securities first reported a position in HEI in Q4 2023 and held it in 8 quarters. The position peaked at $154K in Q4 2023. 756 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Principal Securities reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 259 HEICO Corp shares in Q4 2025, an estimated $83.6K.
  • Principal Securities first reported a position in HEICO Corp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's HEICO Corp position peaked at $154K in Q4 2023.
  • 756 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.