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CBIZ Investment Advisory Services’s HEICO Corp HEI Stock Holding History

CBIZ Investment Advisory Services’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
-88
Closed -$28.5K – 565
2025
Q4 		$28.5K Buy
88
+80
+1,000% +$25.3K ﹤0.01% 211
2025
Q3 		$2.58K Hold
8
– – ﹤0.01% 539
2025
Q2 		$2.62K Buy
+8
New +$2.21K ﹤0.01% 512

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's HEI Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 88 shares — an estimated $28.5K sold.

CBIZ Investment Advisory Services first reported a position in HEI in Q2 2025 and held it in 3 quarters. The position peaked at $28.5K in Q4 2025. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 88 HEICO Corp shares in Q1 2026, an estimated $28.5K.
  • CBIZ Investment Advisory Services first reported a position in HEICO Corp in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's HEICO Corp position peaked at $28.5K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.