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Aviso Financial’s HEICO Corp HEI Stock Holding History

Aviso Financial’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 		$2.41M Sell
8,780
-21
-0.2% -$6.76K 0.09% 100
2025
Q4 		$2.85M Buy
8,801
+178
+2% +$56.2K 0.11% 91
2025
Q3 		$2.78M Buy
8,623
+190
+2% +$60.5K 0.11% 93
2025
Q2 		$2.77M Buy
8,433
+407
+5% +$113K 0.12% 86
2025
Q1 		$2.14M Buy
+8,026
New +$1.95M 0.11% 98

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

Aviso Financial's HEI Position: Q1 2026 in Review

Aviso Financial reduced its HEICO Corp (HEI) stake by 0.24% in Q1 2026, selling an estimated $6.76K and leaving 8,780 shares worth $2.41M. The position accounts for 0.09% of the portfolio, ranked #100.

Aviso Financial first reported a position in HEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.85M in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Aviso Financial held 8,780 shares of HEICO Corp worth $2.41M as of Q1 2026.
  • Aviso Financial sold 21 HEICO Corp shares in Q1 2026, an estimated $6.76K.
  • HEICO Corp made up 0.09% of Aviso Financial's portfolio in Q1 2026, its #100 holding.
  • Aviso Financial first reported a position in HEICO Corp in Q1 2025 and has held it in 5 quarters since.
  • Aviso Financial's HEICO Corp position peaked at $2.85M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.