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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
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