Creative Financial Designs’s HEICO Corp HEI Stock Holding History

Creative Financial Designs’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	$3.02K	Hold	11	–	–	﹤0.01%	1706
2025 Q4	$3.57K	Sell	11 -8	-42%	-$2.53K	﹤0.01%	1590
2025 Q3	$6.15K	Hold	19	–	–	﹤0.01%	1480
2025 Q2	$6.25K	Sell	19 -5	-21%	-$1.38K	﹤0.01%	1465
2025 Q1	$6.42K	Sell	24 -5	-17%	-$1.22K	﹤0.01%	1414
2024 Q4	$6.9K	Hold	29	–	–	﹤0.01%	1348
2024 Q3	$7.59K	Hold	29	–	–	﹤0.01%	1277
2024 Q2	$6.49K	Hold	29	–	–	﹤0.01%	1269
2024 Q1	$5.54K	Hold	29	–	–	﹤0.01%	1281
2023 Q4	$5.19K	Hold	29	–	–	﹤0.01%	1251
2023 Q3	$4.7K	Buy	+29	New	+$4.92K	﹤0.01%	1201

Other funds holding HEI

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Financial Designs's HEI Position: Q1 2026 in Review

Creative Financial Designs held its HEICO Corp (HEI) position steady in Q1 2026 at 11 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Creative Financial Designs first reported a position in HEI in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.59K in Q3 2024. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Creative Financial Designs held 11 shares of HEICO Corp worth $3.02K as of Q1 2026.
Creative Financial Designs left its HEICO Corp share count unchanged in Q1 2026.
HEICO Corp made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1706 holding.
Creative Financial Designs first reported a position in HEICO Corp in Q3 2023 and has held it in 11 quarters since.
Creative Financial Designs's HEICO Corp position peaked at $7.59K in Q3 2024.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.