Focus Partners Wealth
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Focus Partners Wealth’s HEICO Corp HEI Stock Holding History

Focus Partners Wealth’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 		$4.53M Sell
16,504
-5,096
-24% -$1.64M 0.01% 973
2025
Q4 		$6.99M Buy
21,600
+7,880
+57% +$2.49M 0.01% 825
2025
Q3 		$4.43M Sell
13,720
-1,819
-12% -$579K 0.01% 780
2025
Q2 		$5.1M Buy
15,539
+953
+7% +$264K 0.01% 672
2025
Q1 		$3.9M Sell
14,586
-71
-0.5% -$17.3K 0.01% 698
2024
Q4 		$3.48M Buy
14,657
+3,745
+34% +$970K 0.01% 708
2024
Q3 		$2.85M Sell
10,912
-13,608
-55% -$3.29M 0.01% 694
2024
Q2 		$5.48M Buy
24,520
+12,136
+98% +$2.56M 0.02% 483
2024
Q1 		$2.37M Buy
12,384
+3,723
+43% +$691K 0.02% 451
2023
Q4 		$1.55M Buy
+8,661
New +$1.47M 0.02% 385

Other funds holding HEI

BlackRock
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Focus Partners Wealth's HEI Position: Q1 2026 in Review

Focus Partners Wealth reduced its HEICO Corp (HEI) stake by 24% in Q1 2026, selling an estimated $1.64M and leaving 16,504 shares worth $4.53M. The position accounts for 0.01% of the portfolio, ranked #973.

Focus Partners Wealth first reported a position in HEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.99M in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Focus Partners Wealth held 16,504 shares of HEICO Corp worth $4.53M as of Q1 2026.
  • Focus Partners Wealth sold 5,096 HEICO Corp shares in Q1 2026, an estimated $1.64M.
  • HEICO Corp made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #973 holding.
  • Focus Partners Wealth first reported a position in HEICO Corp in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's HEICO Corp position peaked at $6.99M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.