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BOLTON SECURITIES CORPORATION’s HEICO Corp HEI Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$8.61M Buy
+32,242
New +$7.85M 0.51% 38

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's HEI Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in HEICO Corp (HEI) in Q1 2025: 32,242 shares worth $8.61M. The stake represents 0.51% of the portfolio and ranks #38 among its holdings.

642 funds tracked by Wall St. Rank hold HEI as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 32,242 shares of HEICO Corp worth $8.61M as of Q1 2025.
  • HEICO Corp was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • HEICO Corp made up 0.51% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #38 holding.
  • 642 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.