Baskin Financial Services’s HEICO Corp HEI Stock Holding History

Baskin 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 Q1	–	Sell	-750	Closed	-$243K	–	56
2025 Q4	$243K	Hold	750	–	–	0.02%	48
2025 Q3	$242K	Hold	750	–	–	0.02%	48
2025 Q2	$246K	Hold	750	–	–	0.02%	47
2025 Q1	$200K	Buy	+750	New	+$183K	0.02%	49

Other funds holding HEI

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baskin Financial Services's HEI Position: Q1 2026 in Review

Baskin Financial Services sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 750 shares — an estimated $243K sold.

Baskin Financial Services first reported a position in HEI in Q1 2025 and held it in 4 quarters. The position peaked at $246K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Baskin Financial Services reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
Baskin Financial Services sold 750 HEICO Corp shares in Q1 2026, an estimated $243K.
Baskin Financial Services first reported a position in HEICO Corp in Q1 2025 and held it in 4 quarters.
Baskin Financial Services's HEICO Corp position peaked at $246K in Q2 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Baskin Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.