BOK Financial’s HEICO Corp HEI Stock Holding History

BOK 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	–	Sell	-38	Closed	-$12.3K	–	1065
2025 Q4	$12.3K	Hold	38	–	–	﹤0.01%	975
2025 Q3	$12.3K	Sell	38 -73	-66%	-$23.2K	﹤0.01%	1008
2025 Q2	$36.4K	Buy	+111	New	+$30.7K	﹤0.01%	862
2024 Q1	–	Sell	-36	Closed	-$6.44K	–	1252
2023 Q4	$6.44K	Buy	+36	New	+$6.09K	﹤0.01%	996
2023 Q3	–	Sell	-80	Closed	-$14.2K	–	1219
2023 Q2	$14.2K	Hold	80	–	–	﹤0.01%	902
2023 Q1	$13.7K	Buy	+80	New	+$13.5K	﹤0.01%	970
2021 Q1	$466K	Sell	3,702 -1,742	-32%	-$224K	0.01%	705
2020 Q4	$721K	Buy	5,444 +1,613	+42%	+$197K	0.01%	599
2020 Q3	$401K	Sell	3,831 -1,978	-34%	-$204K	0.01%	671
2020 Q2	$579K	Hold	5,809	–	–	0.01%	591
2020 Q1	$433K	Buy	5,809 +599	+11%	+$65.5K	0.01%	613
2019 Q4	$595K	Buy	5,210 +1,433	+38%	+$176K	0.01%	657
2019 Q3	$472K	Sell	3,777 -1,106	-23%	-$151K	0.01%	690
2019 Q2	$653K	Buy	+4,883	New	+$543K	0.02%	603

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

BOK Financial's HEI Position: Q1 2026 in Review

BOK Financial sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 38 shares — an estimated $12.3K sold.

BOK Financial first reported a position in HEI in Q2 2019 and held it in 14 quarters. The position peaked at $721K in Q4 2020. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

BOK Financial reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
BOK Financial sold 38 HEICO Corp shares in Q1 2026, an estimated $12.3K.
BOK Financial first reported a position in HEICO Corp in Q2 2019 and held it in 14 quarters.
BOK Financial's HEICO Corp position peaked at $721K in Q4 2020.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.