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West Oak Capital’s HEICO Corp HEI Stock Holding History

West Oak 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
2025
Q3 		$323 Hold
100
– – 0.01% 174
2025
Q2 		$328 Hold
100
– – 0.01% 189
2025
Q1 		$267 Sell
100
-10
-9% -$2.44K 0.01% 201
2024
Q4 		$262K Hold
110
– – 0.01% 200
2024
Q3 		$288 Hold
110
– – 0.01% 203
2024
Q2 		$24.6K Hold
110
– – 0.01% 209
2024
Q1 		$21K Hold
110
– – 0.01% 206
2023
Q4 		$19K Hold
110
– – 0.01% 212
2023
Q3 		$18K Hold
110
– – 0.01% 207
2023
Q2 		$19.5K Hold
110
– – 0.01% 208
2023
Q1 		$18.8K Buy
+110
New +$18.5K 0.01% 204
2022
Q4 		– Sell
-110
Closed -$16K – 300
2022
Q3 		$16K Sell
110
-190
-63% -$28.5K 0.01% 208
2022
Q2 		$39K Hold
300
– – 0.02% 180
2022
Q1 		$46K Hold
300
– – 0.02% 183
2021
Q4 		$43K Sell
300
-100
-25% -$14.1K 0.02% 194
2021
Q3 		$53K Hold
400
– – 0.02% 183
2021
Q2 		$56K Hold
400
– – 0.02% 181
2021
Q1 		$50K Hold
400
– – 0.02% 180
2020
Q4 		$53K Hold
400
– – 0.02% 176
2020
Q3 		$42K Hold
400
– – 0.02% 171
2020
Q2 		$40K Hold
400
– – 0.02% 176
2020
Q1 		$30K Hold
400
– – 0.02% 180
2019
Q4 		$46K Hold
400
– – 0.03% 181
2019
Q3 		$50K Hold
400
– – 0.03% 178
2019
Q2 		$54K Hold
400
– – 0.03% 173
2019
Q1 		$38K Buy
400
+150
+60% +$13.1K 0.02% 184
2018
Q4 		$19.4K Hold
250
– – 0.01% 203
2018
Q3 		$23.2K Hold
250
– – 0.01% 221
2018
Q2 		$18.2K Hold
250
– – 0.01% 230
2018
Q1 		$17.4K Buy
250
+94
+60% +$6.15K 0.01% 242
2017
Q4 		$7.55K Buy
+156
New +$7.27K ﹤0.01% 251

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

West Oak Capital's HEI Position: Q3 2025 in Review

West Oak Capital held its HEICO Corp (HEI) position steady in Q3 2025 at 100 shares worth $323. The position accounts for 0.01% of the portfolio, ranked #174.

West Oak Capital first reported a position in HEI in Q4 2017 and has held it in 31 quarters since. The position peaked at $262K in Q4 2024. 714 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • West Oak Capital held 100 shares of HEICO Corp worth $323 as of Q3 2025.
  • West Oak Capital left its HEICO Corp share count unchanged in Q3 2025.
  • HEICO Corp made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #174 holding.
  • West Oak Capital first reported a position in HEICO Corp in Q4 2017 and has held it in 31 quarters since.
  • West Oak Capital's HEICO Corp position peaked at $262K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.