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Bellwether Advisors’s HEICO Corp HEI Stock Holding History

Bellwether 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 		– Sell
-5,982
Closed -$1.94M – 170
2025
Q4 		$1.94M Sell
5,982
-7,116
-54% -$2.25M 0.31% 62
2025
Q3 		$4.23M Sell
13,098
-4,017
-23% -$1.28M 0.7% 37
2025
Q2 		$5.61M Buy
+17,115
New +$4.74M 0.96% 28
2023
Q2 		– Sell
-3,565
Closed -$610K – 244
2023
Q1 		$610K Buy
+3,565
New +$600K 0.17% 79
2022
Q2 		– Sell
-37
Closed -$5K – 473
2022
Q1 		$5K Hold
37
– – ﹤0.01% 363
2021
Q4 		$5K Hold
37
– – ﹤0.01% 397
2021
Q3 		$4K Buy
+37
New +$4.87K ﹤0.01% 392

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bellwether Advisors's HEI Position: Q1 2026 in Review

Bellwether Advisors sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 5,982 shares — an estimated $1.94M sold.

Bellwether Advisors first reported a position in HEI in Q3 2021 and held it in 7 quarters. The position peaked at $5.61M in Q2 2025. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Bellwether Advisors reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • Bellwether Advisors sold 5,982 HEICO Corp shares in Q1 2026, an estimated $1.94M.
  • Bellwether Advisors first reported a position in HEICO Corp in Q3 2021 and held it in 7 quarters.
  • Bellwether Advisors's HEICO Corp position peaked at $5.61M in Q2 2025.
  • 739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.