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FORA Capital’s HEICO Corp HEI Stock Holding History

FORA Capital’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
-1,151
Closed -$372K – 507
2025
Q4 		$372K Buy
+1,151
New +$364K 0.05% 341
2024
Q2 		– Sell
-5,519
Closed -$1.05M – 436
2024
Q1 		$1.05M Sell
5,519
-838
-13% -$156K 0.09% 236
2023
Q4 		$1.14M Sell
6,357
-1,075
-14% -$182K 0.1% 231
2023
Q3 		$1.2M Buy
+7,432
New +$1.26M 0.11% 221
2022
Q4 		– Sell
-3,846
Closed -$554K – 553
2022
Q3 		$554K Buy
+3,846
New +$577K 0.11% 238
2022
Q2 		– Sell
-4,255
Closed -$659K – 533
2022
Q1 		$659K Buy
+4,255
New +$618K 0.12% 232
2021
Q3 		– Sell
-3,207
Closed -$447K – 569
2021
Q2 		$447K Buy
+3,207
New +$443K 0.08% 284
2021
Q1 		– Sell
-2,587
Closed -$343K – 903
2020
Q4 		$343K Buy
2,587
+1,872
+262% +$228K 0.05% 376
2020
Q3 		$75K Sell
715
-2,200
-75% -$227K 0.05% 362
2020
Q2 		$290K Sell
2,915
-42
-1% -$3.88K 0.1% 264
2020
Q1 		$221K Sell
2,957
-8,748
-75% -$956K 0.05% 428
2019
Q4 		$1.34M Buy
+11,705
New +$1.44M 0.13% 201

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

FORA Capital's HEI Position: Q1 2026 in Review

FORA Capital sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 1,151 shares — an estimated $372K sold.

FORA Capital first reported a position in HEI in Q4 2019 and held it in 12 quarters. The position peaked at $1.34M in Q4 2019. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • FORA Capital reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 1,151 HEICO Corp shares in Q1 2026, an estimated $372K.
  • FORA Capital first reported a position in HEICO Corp in Q4 2019 and held it in 12 quarters.
  • FORA Capital's HEICO Corp position peaked at $1.34M in Q4 2019.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.