Crestwood Advisors Group’s HEICO Corp HEI Stock Holding History

Crestwood Advisors Group’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	-886	Closed	-$287K	–	788
2025 Q4	$287K	Buy	+886	New	+$280K	﹤0.01%	536

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

Crestwood Advisors Group's HEI Position: Q1 2026 in Review

Crestwood Advisors Group sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 886 shares — an estimated $287K sold.

Crestwood Advisors Group first reported a position in HEI in Q4 2025 and held it in 1 quarter. The position peaked at $287K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Crestwood Advisors Group reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
Crestwood Advisors Group sold 886 HEICO Corp shares in Q1 2026, an estimated $287K.
Crestwood Advisors Group first reported a position in HEICO Corp in Q4 2025 and held it in 1 quarter.
Crestwood Advisors Group's HEICO Corp position peaked at $287K in Q4 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.