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Chancellor Financial Group WB’s HEICO Corp HEI Stock Holding History

Chancellor Financial Group WB’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 		$897K Buy
3,273
+1
+0% +$322 0.64% 36
2025
Q4 		$1.06M Hold
3,272
– – 0.72% 28
2025
Q3 		$1.06M Hold
3,272
– – 0.75% 29
2025
Q2 		$1.07M Hold
3,272
– – 0.83% 27
2025
Q1 		$874K Buy
3,272
+1
+0% +$244 0.72% 32
2024
Q4 		$778K Buy
+3,271
New +$847K 0.63% 35

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

Chancellor Financial Group WB's HEI Position: Q1 2026 in Review

Chancellor Financial Group WB increased its HEICO Corp (HEI) stake by 0.03% in Q1 2026, buying an estimated $322 and bringing the position to 3,273 shares worth $897K. The position accounts for 0.64% of the portfolio, ranked #36.

Chancellor Financial Group WB first reported a position in HEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Chancellor Financial Group WB held 3,273 shares of HEICO Corp worth $897K as of Q1 2026.
  • Chancellor Financial Group WB bought 1 HEICO Corp share in Q1 2026, an estimated $322.
  • HEICO Corp made up 0.64% of Chancellor Financial Group WB's portfolio in Q1 2026, its #36 holding.
  • Chancellor Financial Group WB first reported a position in HEICO Corp in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's HEICO Corp position peaked at $1.07M in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.