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Coastal Bridge Advisors’s HEICO Corp HEI Stock Holding History

Coastal Bridge Advisors’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 		$350K Buy
1,276
+30
+2% +$9.66K 0.02% 356
2025
Q4 		$403K Buy
1,246
+49
+4% +$15.5K 0.03% 333
2025
Q3 		$386K Sell
1,197
-9
-0.7% -$2.86K 0.03% 332
2025
Q2 		$395K Sell
1,206
-2
-0.2% -$553 0.03% 318
2025
Q1 		$323K Buy
+1,208
New +$294K 0.08% 189

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

Coastal Bridge Advisors's HEI Position: Q1 2026 in Review

Coastal Bridge Advisors increased its HEICO Corp (HEI) stake by 2.4% in Q1 2026, buying an estimated $9.66K and bringing the position to 1,276 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #356.

Coastal Bridge Advisors first reported a position in HEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $403K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Coastal Bridge Advisors held 1,276 shares of HEICO Corp worth $350K as of Q1 2026.
  • Coastal Bridge Advisors bought 30 HEICO Corp shares in Q1 2026, an estimated $9.66K.
  • HEICO Corp made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #356 holding.
  • Coastal Bridge Advisors first reported a position in HEICO Corp in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's HEICO Corp position peaked at $403K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.