Hantz Financial Services
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Hantz Financial Services’s HEICO Corp HEI Stock Holding History

Hantz Financial Services’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
Q3 		$3.18M Sell
10,476
-1,374
-12% -$467K 0.04% 258
2026
Q2 		$4.22M Sell
11,850
-1,725
-13% -$525K 0.06% 217
2026
Q1 		$3.72M Sell
13,575
-3,963
-23% -$1.28M 0.06% 231
2025
Q4 		$5.68M Sell
17,538
-4,858
-22% -$1.54M 0.08% 178
2025
Q3 		$7.23M Sell
22,396
-5,734
-20% -$1.82M 0.11% 166
2025
Q2 		$9.23M Buy
28,130
+28,115
+187,433% +$7.78M 0.15% 134
2025
Q1 		$4K Hold
15
– – ﹤0.01% 1211
2024
Q4 		$4K Sell
15
-415
-97% -$108K ﹤0.01% 918
2024
Q3 		$112K Sell
430
-15
-3% -$3.63K ﹤0.01% 605
2024
Q2 		$100K Sell
445
-170
-28% -$35.9K ﹤0.01% 617
2024
Q1 		$117K Sell
615
-155
-20% -$28.8K ﹤0.01% 598
2023
Q4 		$138K Sell
770
-45
-6% -$7.62K ﹤0.01% 582
2023
Q3 		$132K Sell
815
-45
-5% -$7.64K ﹤0.01% 572
2023
Q2 		$152K Sell
860
-55
-6% -$9.27K ﹤0.01% 557
2023
Q1 		$157K Buy
915
+785
+604% +$132K ﹤0.01% 553
2022
Q4 		$20K Buy
+130
New +$20.2K ﹤0.01% 674
2022
Q3 		– Sell
-50
Closed -$7K – 1100
2022
Q2 		$7K Sell
50
-1,262
-96% -$178K ﹤0.01% 792
2022
Q1 		$201K Buy
+1,312
New +$190K 0.01% 528
2021
Q1 		– Sell
-27
Closed -$4K – 710
2020
Q4 		$4K Hold
27
– – ﹤0.01% 576
2020
Q3 		$3K Buy
+27
New +$2.79K ﹤0.01% 530

Other funds holding HEI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Hantz Financial Services's HEI Position: Q3 2026 in Review

Hantz Financial Services reduced its HEICO Corp (HEI) stake by 12% in Q3 2026, selling an estimated $467K and leaving 10,476 shares worth $3.18M. The position accounts for 0.04% of the portfolio, ranked #258.

Hantz Financial Services first reported a position in HEI in Q3 2020 and has held it in 20 quarters since. The position peaked at $9.23M in Q2 2025. 630 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Hantz Financial Services held 10,476 shares of HEICO Corp worth $3.18M as of Q3 2026.
  • Hantz Financial Services sold 1,374 HEICO Corp shares in Q3 2026, an estimated $467K.
  • HEICO Corp made up 0.04% of Hantz Financial Services's portfolio in Q3 2026, its #258 holding.
  • Hantz Financial Services first reported a position in HEICO Corp in Q3 2020 and has held it in 20 quarters since.
  • Hantz Financial Services's HEICO Corp position peaked at $9.23M in Q2 2025.
  • 630 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.