J.W. Cole Advisors’s HEICO Corp HEI Stock Holding History

J.W. Cole 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	-1,267	Closed	-$338K	–	1053
2025 Q4	$338K	Sell	1,267 -1,784	-58%	-$564K	0.01%	1053
2025 Q3	$985K	Buy	3,051 +1,830	+150%	+$582K	0.02%	722
2025 Q2	$401K	Buy	1,221 +359	+42%	+$99.3K	0.01%	1009
2025 Q1	$230K	Buy	+862	New	+$210K	0.01%	1085
2024 Q3	–	Sell	-973	Closed	-$218K	–	948
2024 Q2	$218K	Buy	+973	New	+$205K	0.01%	825

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

J.W. Cole Advisors's HEI Position: Q1 2026 in Review

J.W. Cole Advisors sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 1,267 shares — an estimated $338K sold.

J.W. Cole Advisors first reported a position in HEI in Q2 2024 and held it in 5 quarters. The position peaked at $985K in Q3 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

J.W. Cole Advisors reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 1,267 HEICO Corp shares in Q1 2026, an estimated $338K.
J.W. Cole Advisors first reported a position in HEICO Corp in Q2 2024 and held it in 5 quarters.
J.W. Cole Advisors's HEICO Corp position peaked at $985K in Q3 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.