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Empirical Wealth Management’s HEICO Corp HEI Stock Holding History

Empirical Wealth Management’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
-1,447
Closed -$468K – 1014
2025
Q4 		$468K Buy
+1,447
New +$457K 0.01% 539

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Empirical Wealth Management's HEI Position: Q1 2026 in Review

Empirical Wealth Management sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 1,447 shares — an estimated $468K sold.

Empirical Wealth Management first reported a position in HEI in Q4 2025 and held it in 1 quarter. The position peaked at $468K in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Empirical Wealth Management reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 1,447 HEICO Corp shares in Q1 2026, an estimated $468K.
  • Empirical Wealth Management first reported a position in HEICO Corp in Q4 2025 and held it in 1 quarter.
  • Empirical Wealth Management's HEICO Corp position peaked at $468K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.