AlphaQuest’s HEICO Corp HEI Stock Holding History

AlphaQuest’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	-518	Closed	-$168K	–	883
2025 Q4	$168K	Sell	518 -251	-33%	-$79.3K	0.01%	1527
2025 Q3	$248K	Buy	769 +548	+248%	+$174K	0.02%	1282
2025 Q2	$72.5K	Sell	221 -1,001	-82%	-$277K	0.01%	1529
2025 Q1	$327K	Sell	1,222 -1,731	-59%	-$422K	0.04%	723
2024 Q4	$702K	Buy	+2,953	New	+$765K	0.09%	351

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AlphaQuest's HEI Position: Q1 2026 in Review

AlphaQuest sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 518 shares — an estimated $168K sold.

AlphaQuest first reported a position in HEI in Q4 2024 and held it in 5 quarters. The position peaked at $702K in Q4 2024. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

AlphaQuest reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 518 HEICO Corp shares in Q1 2026, an estimated $168K.
AlphaQuest first reported a position in HEICO Corp in Q4 2024 and held it in 5 quarters.
AlphaQuest's HEICO Corp position peaked at $702K in Q4 2024.
739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.