Dixon Mitchell Investment Counsel’s HEICO Corp HEI Stock Holding History

Dixon Mitchell Investment Counsel’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	$55.2M	Sell	201,424 -2,401	-1%	-$773K	1.92%	19
2025 Q4	$66M	Buy	203,825 +321	+0.2%	+$101K	2.18%	19
2025 Q3	$65.7M	Buy	203,504 +2,331	+1%	+$742K	2.34%	18
2025 Q2	$66M	Buy	201,173 +7,364	+4%	+$2.04M	2.56%	17
2025 Q1	$51.8M	Buy	+193,809	New	+$47.2M	2.34%	17

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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

Dixon Mitchell Investment Counsel's HEI Position: Q1 2026 in Review

Dixon Mitchell Investment Counsel reduced its HEICO Corp (HEI) stake by 1.2% in Q1 2026, selling an estimated $773K and leaving 201,424 shares worth $55.2M. The position accounts for 1.92% of the portfolio, ranked #19.

Dixon Mitchell Investment Counsel first reported a position in HEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $66M in Q2 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Dixon Mitchell Investment Counsel held 201,424 shares of HEICO Corp worth $55.2M as of Q1 2026.
Dixon Mitchell Investment Counsel sold 2,401 HEICO Corp shares in Q1 2026, an estimated $773K.
HEICO Corp made up 1.92% of Dixon Mitchell Investment Counsel's portfolio in Q1 2026, its #19 holding.
Dixon Mitchell Investment Counsel first reported a position in HEICO Corp in Q1 2025 and has held it in 5 quarters since.
Dixon Mitchell Investment Counsel's HEICO Corp position peaked at $66M in Q2 2025.
737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.