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AlphaCore Capital’s HEICO Corp HEI Stock Holding History

AlphaCore 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 		$215K Sell
785
-185
-19% -$59.6K 0.01% 822
2025
Q4 		$314K Buy
970
+516
+114% +$163K 0.01% 782
2025
Q3 		$147K Buy
+454
New +$144K ﹤0.01% 756

Other funds holding HEI

BlackRock
BlackRock New York $5.72T 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 $666B AUM 30.12% 1-Year Est. Return

AlphaCore Capital's HEI Position: Q1 2026 in Review

AlphaCore Capital reduced its HEICO Corp (HEI) stake by 19% in Q1 2026, selling an estimated $59.6K and leaving 785 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #822.

AlphaCore Capital first reported a position in HEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $314K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • AlphaCore Capital held 785 shares of HEICO Corp worth $215K as of Q1 2026.
  • AlphaCore Capital sold 185 HEICO Corp shares in Q1 2026, an estimated $59.6K.
  • HEICO Corp made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #822 holding.
  • AlphaCore Capital first reported a position in HEICO Corp in Q3 2025 and has held it in 3 quarters since.
  • AlphaCore Capital's HEICO Corp position peaked at $314K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.