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Avion Wealth’s HEICO Corp HEI Stock Holding History

Avion Wealth’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 		$7K Sell
26
-5
-16% -$1.7K ﹤0.01% 681
2026
Q2 		$11K Buy
31
+16
+107% +$4.87K ﹤0.01% 571
2026
Q1 		$4K Sell
15
-5
-25% -$1.61K ﹤0.01% 708
2025
Q4 		$6K Sell
20
-2
-9% -$632 ﹤0.01% 619
2025
Q3 		$7K Hold
22
– – ﹤0.01% 569
2025
Q2 		$7K Buy
22
+12
+120% +$3.32K ﹤0.01% 545
2025
Q1 		$2K Hold
10
– – ﹤0.01% 716
2024
Q4 		$2K Buy
10
+1
+11% +$259 ﹤0.01% 713
2024
Q3 		$2K Buy
9
+4
+80% +$968 ﹤0.01% 680
2024
Q2 		$1K Buy
+5
New +$1.06K ﹤0.01% 738
2023
Q4 		– Sell
-3
Closed – – 1188
2023
Q3 		$0 Buy
+3
New +$509 ﹤0.01% 974

Other funds holding HEI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Avion Wealth's HEI Position: Q3 2026 in Review

Avion Wealth reduced its HEICO Corp (HEI) stake by 16% in Q3 2026, selling an estimated $1.7K and leaving 26 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Avion Wealth first reported a position in HEI in Q3 2023 and has held it in 11 quarters since. The position peaked at $11K in Q2 2026. 442 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Avion Wealth held 26 shares of HEICO Corp worth $7K as of Q3 2026.
  • Avion Wealth sold 5 HEICO Corp shares in Q3 2026, an estimated $1.7K.
  • HEICO Corp made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #681 holding.
  • Avion Wealth first reported a position in HEICO Corp in Q3 2023 and has held it in 11 quarters since.
  • Avion Wealth's HEICO Corp position peaked at $11K in Q2 2026.
  • 442 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.