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Catherine Wood’s HEI Holdings & Trades

First Buy
Q1 2021
Duration Held
20 Quarters
Largest Add
Q2 2021
+39,034 Shares
Current Position
18,774 Shares
$6.08 M Value

Catherine Wood's HEI Position Overview

Catherine Wood (via Ark Investment Management LLC) currently holds 18,774 shares of HEICO Corporation (HEI) worth $6.08 M, representing 0.04% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Catherine Wood has maintained a strategic position in HEI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 39,034 shares. Largest reduction occurred in Q1 2022, reducing 9,086 shares.

Analysis based on 13F filings available since 2013 Q2

Catherine Wood's HEICO Corporation (HEI) Holding Value Over Time

Track share changes against reported price movement

Quarterly HEICO Corporation (HEI) Trades by Catherine Wood

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +2,433 Add 14.89% 18,774 $323.59
Q3 2025 +1,612 Add 10.94% 16,341 $322.82
Q2 2025 -364 Reduce 2.41% 14,729 $328.00
Q1 2025 -208 Reduce 1.36% 15,093 $267.19
Q4 2024 +416 Add 2.79% 15,301 $237.74
Q3 2024 -1,196 Reduce 7.44% 14,885 $261.48
Q2 2024 -1,196 Reduce 6.92% 16,081 $223.61
Q1 2024 -1,144 Reduce 6.21% 17,277 $191.00
Q4 2023 -988 Reduce 5.09% 18,421 $178.87
Q3 2023 -572 Reduce 2.86% 19,409 $161.93
Q2 2023 -884 Reduce 4.24% 19,981 $176.94
Q1 2023 -728 Reduce 3.37% 20,865 $171.04
Q4 2022 -364 Reduce 1.66% 21,593 $153.64
Q3 2022 -5,905 Reduce 21.19% 21,957 $143.96
Q2 2022 -1,240 Reduce 4.26% 27,862 $143.06
Q1 2022 -9,086 Reduce 23.79% 29,102 $153.53
Q4 2021 -4,235 Reduce 9.98% 38,188 $144.21
Q3 2021 -2,367 Reduce 5.28% 42,423 $131.86
Q2 2021 +39,034 Add 678.14% 44,790 $139.43
Q1 2021 +5,756 New Buy 5,756 $125.78

Catherine Wood's HEICO Corporation Investment FAQs

Catherine Wood first purchased HEICO Corporation (HEI) in Q1 2021, acquiring 5,756 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Catherine Wood has held HEICO Corporation (HEI) for 20 quarters since Q1 2021.

Catherine Wood's largest addition to HEICO Corporation (HEI) was in Q2 2021, adding 44,790 shares worth $6.24 M.

According to the latest 13F filing for Q4 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 18,774 shares of HEICO Corporation (HEI), valued at approximately $6.08 M.

As of the Q4 2025 filing, HEICO Corporation (HEI) represents approximately 0.04% of Catherine Wood's publicly disclosed stock portfolio, making it one of their key holdings.

Catherine Wood's peak holding in HEICO Corporation (HEI) was 44,790 shares, as reported at the end of Q2 2021.