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Angeles Wealth Management’s HEICO Corp HEI Stock Holding History

Angeles Wealth Management’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
-683
Closed -$221K – 537
2025
Q4 		$221K Hold
683
– – 0.01% 339
2025
Q3 		$220K Buy
683
+3
+0.4% +$955 0.01% 310
2025
Q2 		$223K Buy
+680
New +$188K 0.02% 307

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

Angeles Wealth Management's HEI Position: Q1 2026 in Review

Angeles Wealth Management sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 683 shares — an estimated $221K sold.

Angeles Wealth Management first reported a position in HEI in Q2 2025 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Angeles Wealth Management reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • Angeles Wealth Management sold 683 HEICO Corp shares in Q1 2026, an estimated $221K.
  • Angeles Wealth Management first reported a position in HEICO Corp in Q2 2025 and held it in 3 quarters.
  • Angeles Wealth Management's HEICO Corp position peaked at $223K in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.