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Farther Finance Advisors’s HEICO Corp HEI Stock Holding History

Farther Finance 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
Q3 		$835K Buy
2,753
+126
+5% +$42.8K 0.01% 1242
2026
Q2 		$935K Buy
2,627
+120
+5% +$36.5K 0.01% 1148
2026
Q1 		$691K Buy
2,507
+1,406
+128% +$453K 0.01% 1192
2025
Q4 		$356K Buy
1,101
+346
+46% +$109K ﹤0.01% 1539
2025
Q3 		$244K Buy
755
+73
+11% +$23.2K ﹤0.01% 1505
2025
Q2 		$224K Buy
682
+75
+12% +$20.8K ﹤0.01% 1339
2025
Q1 		$164K Buy
607
+411
+210% +$100K ﹤0.01% 1310
2024
Q4 		$46.6K Buy
196
+10
+5% +$2.59K ﹤0.01% 1697
2024
Q3 		$48.6K Buy
186
+2
+1% +$484 ﹤0.01% 1682
2024
Q2 		$40.6K Buy
184
+13
+8% +$2.75K ﹤0.01% 1507
2024
Q1 		$32.2K Buy
171
+76
+80% +$14.1K ﹤0.01% 1338
2023
Q4 		$17K Buy
95
+90
+1,800% +$15.2K ﹤0.01% 1379
2023
Q3 		$810 Hold
5
– – ﹤0.01% 2139
2023
Q2 		$885 Hold
5
– – ﹤0.01% 2011
2023
Q1 		$855 Sell
5
-68
-93% -$11.4K ﹤0.01% 1886
2022
Q4 		$11.2K Buy
+73
New +$11.4K ﹤0.01% 911

Other funds holding HEI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Farther Finance Advisors's HEI Position: Q3 2026 in Review

Farther Finance Advisors increased its HEICO Corp (HEI) stake by 4.8% in Q3 2026, buying an estimated $42.8K and bringing the position to 2,753 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #1242.

Farther Finance Advisors first reported a position in HEI in Q4 2022 and has held it in 16 quarters since. The position peaked at $935K in Q2 2026. 32 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Farther Finance Advisors held 2,753 shares of HEICO Corp worth $835K as of Q3 2026.
  • Farther Finance Advisors bought 126 HEICO Corp shares in Q3 2026, an estimated $42.8K.
  • HEICO Corp made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1242 holding.
  • Farther Finance Advisors first reported a position in HEICO Corp in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's HEICO Corp position peaked at $935K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.