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Brown, Lisle/Cummings’s HEICO Corp HEI Stock Holding History

Brown, Lisle/Cummings’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 		$30.7K Buy
+112
New +$36.1K 0.01% 417

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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

Brown, Lisle/Cummings's HEI Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in HEICO Corp (HEI) in Q1 2026: 112 shares worth $30.7K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings.

737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Brown, Lisle/Cummings held 112 shares of HEICO Corp worth $30.7K as of Q1 2026.
  • HEICO Corp was a new Brown, Lisle/Cummings position in Q1 2026.
  • HEICO Corp made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #417 holding.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.