West Branch Capital’s HEICO Corp HEI Stock Holding History

West Branch Capital’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	–	Sell	-40	Closed	-$12.9K	–	402
2025 Q4	$12.9K	Hold	40	–	–	﹤0.01%	232
2025 Q3	$12.9K	Hold	40	–	–	﹤0.01%	245
2025 Q2	$13.1K	Hold	40	–	–	﹤0.01%	243
2025 Q1	$10.7K	Hold	40	–	–	﹤0.01%	275
2024 Q4	$9.51K	Hold	40	–	–	﹤0.01%	271
2024 Q3	$10.5K	Hold	40	–	–	﹤0.01%	268
2024 Q2	$8.95K	Hold	40	–	–	﹤0.01%	283
2024 Q1	$7.64K	Hold	40	–	–	﹤0.01%	296
2023 Q4	$7.16K	Hold	40	–	–	﹤0.01%	304
2023 Q3	$6.48K	Hold	40	–	–	﹤0.01%	314
2023 Q2	$7.08K	Hold	40	–	–	﹤0.01%	310
2023 Q1	$6.84K	Hold	40	–	–	﹤0.01%	320
2022 Q4	$6.15K	Hold	40	–	–	﹤0.01%	323
2022 Q3	$6K	Hold	40	–	–	﹤0.01%	326
2022 Q2	$5K	Hold	40	–	–	﹤0.01%	332
2022 Q1	$6K	Hold	40	–	–	﹤0.01%	339
2021 Q4	$6K	Hold	40	–	–	﹤0.01%	367
2021 Q3	$5K	Hold	40	–	–	﹤0.01%	359
2021 Q2	$6K	Buy	+40	New	+$5.52K	﹤0.01%	356

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

West Branch Capital's HEI Position: Q1 2026 in Review

West Branch Capital sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 40 shares — an estimated $12.9K sold.

West Branch Capital first reported a position in HEI in Q2 2021 and held it in 19 quarters. The position peaked at $13.1K in Q2 2025. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

West Branch Capital reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 40 HEICO Corp shares in Q1 2026, an estimated $12.9K.
West Branch Capital first reported a position in HEICO Corp in Q2 2021 and held it in 19 quarters.
West Branch Capital's HEICO Corp position peaked at $13.1K in Q2 2025.
739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.