Holocene Advisors
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Holocene Advisors’s HEICO Corp HEI Stock Holding History

Holocene 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 		– Sell
-3,033
Closed -$981K – 884
2025
Q4 		$981K Buy
3,033
+1,278
+73% +$404K ﹤0.01% 602
2025
Q3 		$567K Buy
+1,755
New +$559K ﹤0.01% 682
2024
Q4 		– Sell
-4,821
Closed -$1.26M – 807
2024
Q3 		$1.26M Buy
4,821
+263
+6% +$63.6K 0.01% 595
2024
Q2 		$1.02M Buy
4,558
+300
+7% +$63.3K ﹤0.01% 604
2024
Q1 		$813K Buy
+4,258
New +$790K ﹤0.01% 655
2022
Q3 		– Sell
-2,207
Closed -$289K – 868
2022
Q2 		$289K Buy
+2,207
New +$311K ﹤0.01% 755
2021
Q4 		– Sell
-40,803
Closed -$5.38M – 909
2021
Q3 		$5.38M Buy
40,803
+38,262
+1,506% +$5.04M 0.03% 323
2021
Q2 		$354K Buy
+2,541
New +$351K ﹤0.01% 771
2021
Q1 		– Sell
-1,725
Closed -$228K – 853
2020
Q4 		$228K Sell
1,725
-366,922
-100% -$44.8M ﹤0.01% 711
2020
Q3 		$38.6M Buy
368,647
+30,775
+9% +$3.18M 0.29% 107
2020
Q2 		$33.7M Buy
+337,872
New +$31.2M 0.3% 103
2019
Q3 		– Sell
-2,148
Closed -$287K – 770
2019
Q2 		$287K Sell
2,148
-5,971
-74% -$664K ﹤0.01% 583
2019
Q1 		$770K Sell
8,119
-6,484
-44% -$566K 0.01% 312
2018
Q4 		$1.13M Buy
+14,603
New +$1.22M 0.02% 242

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

Holocene Advisors's HEI Position: Q1 2026 in Review

Holocene Advisors sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 3,033 shares — an estimated $981K sold.

Holocene Advisors first reported a position in HEI in Q4 2018 and held it in 14 quarters. The position peaked at $38.6M in Q3 2020. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Holocene Advisors reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • Holocene Advisors sold 3,033 HEICO Corp shares in Q1 2026, an estimated $981K.
  • Holocene Advisors first reported a position in HEICO Corp in Q4 2018 and held it in 14 quarters.
  • Holocene Advisors's HEICO Corp position peaked at $38.6M in Q3 2020.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.