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Sunbelt Securities’s HEICO Corp HEI Stock Holding History

Sunbelt 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
2026
Q1 		$32.4K Hold
118
– – ﹤0.01% 1145
2025
Q4 		$38.2K Hold
118
– – ﹤0.01% 1068
2025
Q3 		$38.1K Buy
118
+2
+2% +$637 ﹤0.01% 1080
2025
Q2 		$27.6K Hold
116
– – ﹤0.01% 1087
2025
Q1 		$31K Hold
116
– – ﹤0.01% 1011
2024
Q4 		$27.8K Sell
116
-81
-41% -$21K ﹤0.01% 1085
2024
Q3 		$51.5K Sell
197
-250
-56% -$60.5K 0.01% 935
2024
Q2 		$100K Sell
447
-76
-15% -$16K 0.01% 730
2024
Q1 		$99.9K Sell
523
-56
-10% -$10.4K 0.01% 712
2023
Q4 		$104K Sell
579
-103
-15% -$17.4K 0.01% 668
2023
Q3 		$110K Sell
682
-47
-6% -$7.98K 0.02% 630
2023
Q2 		$129K Buy
729
+86
+13% +$14.5K 0.02% 571
2023
Q1 		$109K Buy
+643
New +$108K 0.02% 558

Other funds holding HEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return