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

IFS 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
Q3 		$15.2K Hold
50
– – ﹤0.01% 282
2026
Q2 		$17.8K Hold
50
– – 0.01% 99
2026
Q1 		$13.7K Hold
50
– – 0.01% 106
2025
Q4 		$16.2K Hold
50
– – 0.01% 77
2025
Q3 		$16.1K Hold
50
– – 0.01% 74
2025
Q2 		$16.4K Hold
50
– – 0.01% 63
2025
Q1 		$13.4K Hold
50
– – 0.01% 83
2024
Q4 		$11.9K Hold
50
– – 0.01% 79
2024
Q3 		$13.1K Hold
50
– – 0.01% 57
2024
Q2 		$11.2K Hold
50
– – 0.01% 60
2024
Q1 		$9.6K Hold
50
– – 0.01% 70
2023
Q4 		$8.94K Hold
50
– – 0.01% 66
2023
Q3 		$8.1K Hold
50
– – 0.02% 68
2023
Q2 		$8.85K Buy
+50
New +$8.43K 0.02% 67

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

IFS Advisors's HEI Position: Q3 2026 in Review

IFS Advisors held its HEICO Corp (HEI) position steady in Q3 2026 at 50 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

IFS Advisors first reported a position in HEI in Q2 2023 and has held it in 14 quarters since. The position peaked at $17.8K in Q2 2026. 630 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • IFS Advisors held 50 shares of HEICO Corp worth $15.2K as of Q3 2026.
  • IFS Advisors left its HEICO Corp share count unchanged in Q3 2026.
  • HEICO Corp made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #282 holding.
  • IFS Advisors first reported a position in HEICO Corp in Q2 2023 and has held it in 14 quarters since.
  • IFS Advisors's HEICO Corp position peaked at $17.8K in Q2 2026.
  • 630 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.