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Atwood & Palmer’s HEICO Corp HEI Stock Holding History

Atwood & Palmer’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 		$91K Hold
300
– – ﹤0.01% 218
2026
Q2 		$107K Hold
300
– – 0.01% 199
2026
Q1 		$82.3K Hold
300
– – ﹤0.01% 210
2025
Q4 		$97.1K Hold
300
– – 0.01% 191
2025
Q3 		$96.8K Hold
300
– – 0.01% 191
2025
Q2 		$98.4K Hold
300
– – 0.01% 192
2025
Q1 		$80.2K Buy
+300
New +$73K 0.01% 200

Other funds holding HEI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Atwood & Palmer's HEI Position: Q3 2026 in Review

Atwood & Palmer held its HEICO Corp (HEI) position steady in Q3 2026 at 300 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Atwood & Palmer first reported a position in HEI in Q1 2025 and has held it in 7 quarters since. The position peaked at $107K in Q2 2026. 32 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Atwood & Palmer held 300 shares of HEICO Corp worth $91K as of Q3 2026.
  • Atwood & Palmer left its HEICO Corp share count unchanged in Q3 2026.
  • HEICO Corp made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #218 holding.
  • Atwood & Palmer first reported a position in HEICO Corp in Q1 2025 and has held it in 7 quarters since.
  • Atwood & Palmer's HEICO Corp position peaked at $107K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.