Frank Rimerman Advisors’s HEICO Corp HEI Stock Holding History

Frank Rimerman 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	$226K	Hold	825	–	–	0.01%	556
2025 Q4	$267K	Buy	825 +1	+0.1%	+$316	0.02%	536
2025 Q3	$266K	Sell	824 -2	-0.2%	-$637	0.02%	511
2025 Q2	$271K	Sell	826 -3	-0.4%	-$830	0.02%	478
2025 Q1	$222K	Buy	+829	New	+$202K	0.02%	479
2024 Q4	–	Sell	-771	Closed	-$202K	–	536
2024 Q3	$202K	Buy	+771	New	+$187K	0.01%	516

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

Frank Rimerman Advisors's HEI Position: Q1 2026 in Review

Frank Rimerman Advisors held its HEICO Corp (HEI) position steady in Q1 2026 at 825 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #556.

Frank Rimerman Advisors first reported a position in HEI in Q3 2024 and has held it in 6 quarters since. The position peaked at $271K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Frank Rimerman Advisors held 825 shares of HEICO Corp worth $226K as of Q1 2026.
Frank Rimerman Advisors left its HEICO Corp share count unchanged in Q1 2026.
HEICO Corp made up 0.01% of Frank Rimerman Advisors's portfolio in Q1 2026, its #556 holding.
Frank Rimerman Advisors first reported a position in HEICO Corp in Q3 2024 and has held it in 6 quarters since.
Frank Rimerman Advisors's HEICO Corp position peaked at $271K in Q2 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.