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 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

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

Farther Finance Advisors's HEI Position: Q1 2026 in Review

Farther Finance Advisors increased its HEICO Corp (HEI) stake by 128% in Q1 2026, buying an estimated $453K and bringing the position to 2,507 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #1192.

Farther Finance Advisors first reported a position in HEI in Q4 2022 and has held it in 14 quarters since. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Farther Finance Advisors held 2,507 shares of HEICO Corp worth $691K as of Q1 2026.
Farther Finance Advisors bought 1,406 HEICO Corp shares in Q1 2026, an estimated $453K.
HEICO Corp made up 0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1192 holding.
Farther Finance Advisors first reported a position in HEICO Corp in Q4 2022 and has held it in 14 quarters since.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.