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Ausdal Financial Partners’s HEICO Corp HEI Stock Holding History

Ausdal Financial Partners’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 		$247K Hold
899
– – 0.01% 860
2025
Q4 		$291K Sell
899
-3
-0.3% -$948 0.01% 742
2025
Q3 		$291K Buy
902
+5
+0.6% +$1.59K 0.01% 742
2025
Q2 		$294K Sell
897
-1
-0.1% -$277 0.02% 562
2025
Q1 		$240K Buy
+898
New +$219K 0.02% 556

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

Ausdal Financial Partners's HEI Position: Q1 2026 in Review

Ausdal Financial Partners held its HEICO Corp (HEI) position steady in Q1 2026 at 899 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #860.

Ausdal Financial Partners first reported a position in HEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $294K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Ausdal Financial Partners held 899 shares of HEICO Corp worth $247K as of Q1 2026.
  • Ausdal Financial Partners left its HEICO Corp share count unchanged in Q1 2026.
  • HEICO Corp made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #860 holding.
  • Ausdal Financial Partners first reported a position in HEICO Corp in Q1 2025 and has held it in 5 quarters since.
  • Ausdal Financial Partners's HEICO Corp position peaked at $294K in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.