Cerity Partners
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Cerity Partners’s HEICO Corp HEI Stock Holding History

Cerity Partners’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 		$2.03M Buy
7,416
+1,535
+26% +$494K ﹤0.01% 1480
2025
Q4 		$1.9M Buy
5,881
+29
+0.5% +$9.16K ﹤0.01% 1392
2025
Q3 		$1.89M Sell
5,852
-2,774
-32% -$883K ﹤0.01% 1321
2025
Q2 		$2.83M Buy
8,626
+2,303
+36% +$637K 0.01% 1060
2025
Q1 		$1.69M Sell
6,323
-3,491
-36% -$850K ﹤0.01% 1196
2024
Q4 		$2.42M Buy
9,814
+529
+6% +$137K 0.01% 1019
2024
Q3 		$2.43M Buy
9,285
+1,425
+18% +$345K 0.01% 1003
2024
Q2 		$1.76M Sell
7,860
-3,689
-32% -$779K ﹤0.01% 964
2024
Q1 		$2.21M Buy
11,549
+5,466
+90% +$1.01M 0.01% 927
2023
Q4 		$1.09M Buy
6,083
+616
+11% +$104K ﹤0.01% 958
2023
Q3 		$885K Buy
5,467
+547
+11% +$92.8K ﹤0.01% 791
2023
Q2 		$871K Sell
4,920
-133
-3% -$22.4K ﹤0.01% 969
2023
Q1 		$864K Buy
5,053
+26
+0.5% +$4.38K ﹤0.01% 1046
2022
Q4 		$772K Buy
+5,027
New +$783K ﹤0.01% 769
2021
Q3 		– Sell
-1,483
Closed -$207K – 703
2021
Q2 		$207K Sell
1,483
-110
-7% -$15.2K ﹤0.01% 671
2021
Q1 		$200K Buy
+1,593
New +$205K ﹤0.01% 664
2019
Q3 		– Sell
-5,321
Closed -$712K – 489
2019
Q2 		$712K Sell
5,321
-27
-0.5% -$3K 0.04% 278
2019
Q1 		$507K Buy
+5,348
New +$466K 0.03% 325

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

Cerity Partners's HEI Position: Q1 2026 in Review

Cerity Partners increased its HEICO Corp (HEI) stake by 26% in Q1 2026, buying an estimated $494K and bringing the position to 7,416 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Cerity Partners first reported a position in HEI in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.83M in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Cerity Partners held 7,416 shares of HEICO Corp worth $2.03M as of Q1 2026.
  • Cerity Partners bought 1,535 HEICO Corp shares in Q1 2026, an estimated $494K.
  • HEICO Corp made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1480 holding.
  • Cerity Partners first reported a position in HEICO Corp in Q1 2019 and has held it in 18 quarters since.
  • Cerity Partners's HEICO Corp position peaked at $2.83M in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.