Fiduciary Group’s HEICO Corp HEI Stock Holding History

Fiduciary 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	-721	Closed	-$233K	–	301
2025 Q4	$233K	Hold	721	–	–	0.02%	277
2025 Q3	$233K	Hold	721	–	–	0.02%	276
2025 Q2	$236K	Buy	+721	New	+$199K	0.02%	263

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

Fiduciary Group's HEI Position: Q1 2026 in Review

Fiduciary Group sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 721 shares — an estimated $233K sold.

Fiduciary Group first reported a position in HEI in Q2 2025 and held it in 3 quarters. The position peaked at $236K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Fiduciary Group reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
Fiduciary Group sold 721 HEICO Corp shares in Q1 2026, an estimated $233K.
Fiduciary Group first reported a position in HEICO Corp in Q2 2025 and held it in 3 quarters.
Fiduciary Group's HEICO Corp position peaked at $236K in Q2 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.