Bare Financial Services
HEI icon

Bare Financial Services’s HEICO Corp HEI Stock Holding History

Bare Financial Services’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 		$1.52K Hold
5
– – ﹤0.01% 1318
2026
Q2 		$1.78K Buy
5
+2
+67% +$608 ﹤0.01% 1162
2026
Q1 		$823 Hold
3
– – ﹤0.01% 1335
2025
Q4 		$971 Hold
3
– – ﹤0.01% 1154
2025
Q3 		$968 Hold
3
– – ﹤0.01% 1035
2025
Q2 		$984 Hold
3
– – ﹤0.01% 926
2025
Q1 		$802 Buy
+3
New +$731 ﹤0.01% 601

Other funds holding HEI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bare Financial Services's HEI Position: Q3 2026 in Review

Bare Financial Services held its HEICO Corp (HEI) position steady in Q3 2026 at 5 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Bare Financial Services first reported a position in HEI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.78K in Q2 2026. 401 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Bare Financial Services held 5 shares of HEICO Corp worth $1.52K as of Q3 2026.
  • Bare Financial Services left its HEICO Corp share count unchanged in Q3 2026.
  • HEICO Corp made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1318 holding.
  • Bare Financial Services first reported a position in HEICO Corp in Q1 2025 and has held it in 7 quarters since.
  • Bare Financial Services's HEICO Corp position peaked at $1.78K in Q2 2026.
  • 401 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.