AmeriFlex Group’s HEICO Corp HEI Stock Holding History

AmeriFlex Group’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 Q3	–	Sell	-2	Closed	-$712	–	1441
2026 Q2	$712	Buy	+2	New	+$608	﹤0.01%	1465
2026 Q1	–	Sell	-1	Closed	-$324	–	1144
2025 Q4	$324	Buy	+1	New	+$316	﹤0.01%	1081

Other funds holding HEI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

AmeriFlex Group's HEI Position: Q3 2026 in Review

AmeriFlex Group sold out of HEICO Corp (HEI) in Q3 2026, closing a stake of 2 shares — an estimated $712 sold.

AmeriFlex Group first reported a position in HEI in Q4 2025 and held it in 2 quarters. The position peaked at $712 in Q2 2026. 630 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

AmeriFlex Group reported no remaining HEICO Corp position as of Q3 2026 after selling out during the quarter.
AmeriFlex Group sold 2 HEICO Corp shares in Q3 2026, an estimated $712.
AmeriFlex Group first reported a position in HEICO Corp in Q4 2025 and held it in 2 quarters.
AmeriFlex Group's HEICO Corp position peaked at $712 in Q2 2026.
630 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on AmeriFlex Group's 13F filing for Q3 2026, filed 13 Nov 2026.