CFO
HEI icon

Callan Family Office’s HEICO Corp HEI Stock Holding History

Callan Family Office’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 		$603K Sell
2,199
-417
-16% -$134K 0.01% 707
2025
Q4 		$847K Buy
2,616
+1,380
+112% +$436K 0.02% 597
2025
Q3 		$399K Sell
1,236
-99
-7% -$31.5K 0.01% 615
2025
Q2 		$438K Buy
+1,335
New +$369K 0.01% 635

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

Callan Family Office's HEI Position: Q1 2026 in Review

Callan Family Office reduced its HEICO Corp (HEI) stake by 16% in Q1 2026, selling an estimated $134K and leaving 2,199 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #707.

Callan Family Office first reported a position in HEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $847K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Callan Family Office held 2,199 shares of HEICO Corp worth $603K as of Q1 2026.
  • Callan Family Office sold 417 HEICO Corp shares in Q1 2026, an estimated $134K.
  • HEICO Corp made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #707 holding.
  • Callan Family Office first reported a position in HEICO Corp in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's HEICO Corp position peaked at $847K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.