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Arcadia Investment Management’s HEICO Corp HEI Stock Holding History

Arcadia Investment 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 		$165K Hold
600
– – 0.03% 117
2025
Q4 		$194K Hold
600
– – 0.03% 116
2025
Q3 		$194K Hold
600
– – 0.03% 119
2025
Q2 		$197K Hold
600
– – 0.03% 120
2025
Q1 		$160K Hold
600
– – 0.03% 132
2024
Q4 		$143K Hold
600
– – 0.02% 142
2024
Q3 		$157K Buy
+600
New +$145K 0.03% 136

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arcadia Investment Management's HEI Position: Q1 2026 in Review

Arcadia Investment Management held its HEICO Corp (HEI) position steady in Q1 2026 at 600 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #117.

Arcadia Investment Management first reported a position in HEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $197K in Q2 2025. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Arcadia Investment Management held 600 shares of HEICO Corp worth $165K as of Q1 2026.
  • Arcadia Investment Management left its HEICO Corp share count unchanged in Q1 2026.
  • HEICO Corp made up 0.03% of Arcadia Investment Management's portfolio in Q1 2026, its #117 holding.
  • Arcadia Investment Management first reported a position in HEICO Corp in Q3 2024 and has held it in 7 quarters since.
  • Arcadia Investment Management's HEICO Corp position peaked at $197K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.