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Calamos Wealth Management’s HEICO Corp HEI Stock Holding History

Calamos Wealth Management’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 		$1.8M Sell
6,564
-7
-0.1% -$2.25K 0.06% 155
2025
Q4 		$2.13M Buy
6,571
+5,004
+319% +$1.58M 0.07% 124
2025
Q3 		$506K Sell
1,567
-9
-0.6% -$2.86K 0.02% 263
2025
Q2 		$517K Buy
1,576
+9
+0.6% +$2.49K 0.02% 234
2025
Q1 		$419K Buy
1,567
+7
+0.4% +$1.71K 0.02% 230
2024
Q4 		$371K Hold
1,560
– – 0.02% 242
2024
Q3 		$408K Hold
1,560
– – 0.02% 240
2024
Q2 		$349K Buy
1,560
+200
+15% +$42.2K 0.02% 238
2024
Q1 		$260K Hold
1,360
– – 0.01% 265
2023
Q4 		$243K Hold
1,360
– – 0.02% 265
2023
Q3 		$220K Hold
1,360
– – 0.02% 293
2023
Q2 		$241K Hold
1,360
– – 0.02% 284
2023
Q1 		$233K Hold
1,360
– – 0.02% 282
2022
Q4 		$209K Buy
+1,360
New +$212K 0.02% 301
2022
Q2 		– Sell
-1,363
Closed -$209K – 329
2022
Q1 		$209K Buy
+1,363
New +$198K 0.02% 319
2021
Q3 		– Sell
-1,484
Closed -$207K – 315
2021
Q2 		$207K Buy
+1,484
New +$205K 0.02% 308
2021
Q1 		– Sell
-1,644
Closed -$218K – 293
2020
Q4 		$218K Buy
+1,644
New +$201K 0.02% 271
2020
Q1 		– Sell
-2,083
Closed -$238K – 249
2019
Q4 		$238K Sell
2,083
-79
-4% -$9.72K 0.03% 217
2019
Q3 		$270K Sell
2,162
-24
-1% -$3.28K 0.04% 201
2019
Q2 		$293K Hold
2,186
– – 0.04% 193
2019
Q1 		$207K Buy
+2,186
New +$191K 0.03% 211
2018
Q4 		– Sell
-2,472
Closed -$229K – 235
2018
Q3 		$229K Buy
+2,472
New +$203K 0.03% 193

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

Calamos Wealth Management's HEI Position: Q1 2026 in Review

Calamos Wealth Management reduced its HEICO Corp (HEI) stake by 0.11% in Q1 2026, selling an estimated $2.25K and leaving 6,564 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #155.

Calamos Wealth Management first reported a position in HEI in Q3 2018 and has held it in 22 quarters since. The position peaked at $2.13M in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Calamos Wealth Management held 6,564 shares of HEICO Corp worth $1.8M as of Q1 2026.
  • Calamos Wealth Management sold 7 HEICO Corp shares in Q1 2026, an estimated $2.25K.
  • HEICO Corp made up 0.06% of Calamos Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Calamos Wealth Management first reported a position in HEICO Corp in Q3 2018 and has held it in 22 quarters since.
  • Calamos Wealth Management's HEICO Corp position peaked at $2.13M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.