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Beacon Pointe Advisors’s HEICO Corp HEI Stock Holding History

Beacon Pointe Advisors’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 		$347K Buy
1,264
+312
+33% +$100K ﹤0.01% 1463
2025
Q4 		$308K Buy
+952
New +$301K ﹤0.01% 1253
2024
Q4 		– Sell
-908
Closed -$237K – 1236
2024
Q3 		$237K Sell
908
-98
-10% -$23.7K ﹤0.01% 1101
2024
Q2 		$225K Buy
+1,006
New +$212K ﹤0.01% 1150

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

Beacon Pointe Advisors's HEI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its HEICO Corp (HEI) stake by 33% in Q1 2026, buying an estimated $100K and bringing the position to 1,264 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Beacon Pointe Advisors first reported a position in HEI in Q2 2024 and has held it in 4 quarters since. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Beacon Pointe Advisors held 1,264 shares of HEICO Corp worth $347K as of Q1 2026.
  • Beacon Pointe Advisors bought 312 HEICO Corp shares in Q1 2026, an estimated $100K.
  • HEICO Corp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1463 holding.
  • Beacon Pointe Advisors first reported a position in HEICO Corp in Q2 2024 and has held it in 4 quarters since.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.