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Atria Investments’s HEICO Corp HEI Stock Holding History

Atria Investments’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 		$443K Buy
1,615
+343
+27% +$110K 0.01% 1511
2025
Q4 		$412K Sell
1,272
-250
-16% -$79K ﹤0.01% 1558
2025
Q3 		$491K Sell
1,522
-126
-8% -$40.1K 0.01% 1425
2025
Q2 		$540K Sell
1,648
-52
-3% -$14.4K 0.01% 1377
2025
Q1 		$454K Buy
1,700
+230
+16% +$56K 0.01% 1404
2024
Q4 		$349K Sell
1,470
-855
-37% -$222K ﹤0.01% 1512
2024
Q3 		$608K Sell
2,325
-279
-11% -$67.5K 0.01% 1231
2024
Q2 		$582K Buy
+2,604
New +$550K 0.01% 1225
2019
Q3 		– Sell
-3,342
Closed -$468K – 914
2019
Q2 		$468K Buy
+3,342
New +$372K 0.02% 606
2018
Q4 		– Sell
-2,555
Closed -$237K – 934
2018
Q3 		$237K Buy
+2,555
New +$210K 0.01% 866
2018
Q2 		– Sell
-3,221
Closed -$224K – 973
2018
Q1 		$224K Buy
+3,221
New +$211K 0.01% 775

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

Atria Investments's HEI Position: Q1 2026 in Review

Atria Investments increased its HEICO Corp (HEI) stake by 27% in Q1 2026, buying an estimated $110K and bringing the position to 1,615 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #1511.

Atria Investments first reported a position in HEI in Q1 2018 and has held it in 11 quarters since. The position peaked at $608K in Q3 2024. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Atria Investments held 1,615 shares of HEICO Corp worth $443K as of Q1 2026.
  • Atria Investments bought 343 HEICO Corp shares in Q1 2026, an estimated $110K.
  • HEICO Corp made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1511 holding.
  • Atria Investments first reported a position in HEICO Corp in Q1 2018 and has held it in 11 quarters since.
  • Atria Investments's HEICO Corp position peaked at $608K in Q3 2024.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.