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Keystone Financial Group (Kentucky)’s HEICO Corp HEI Stock Holding History

Keystone Financial Group (Kentucky)’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 		$270K Hold
1,000
– – 0.02% 420
2025
Q4 		$324K Hold
1,000
– – 0.02% 336
2025
Q3 		$322K Buy
+1,000
New +$318K 0.02% 307

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

Keystone Financial Group (Kentucky)'s HEI Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) held its HEICO Corp (HEI) position steady in Q1 2026 at 1,000 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #420.

Keystone Financial Group (Kentucky) first reported a position in HEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $324K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 1,000 shares of HEICO Corp worth $270K as of Q1 2026.
  • Keystone Financial Group (Kentucky) left its HEICO Corp share count unchanged in Q1 2026.
  • HEICO Corp made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #420 holding.
  • Keystone Financial Group (Kentucky) first reported a position in HEICO Corp in Q3 2025 and has held it in 3 quarters since.
  • Keystone Financial Group (Kentucky)'s HEICO Corp position peaked at $324K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.