Larson Financial Group
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Larson Financial Group’s HEICO Corp HEI Stock Holding History

Larson Financial Group’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 		$410K Buy
1,353
+416
+44% +$141K 0.01% 673
2026
Q2 		$334K Buy
937
+26
+3% +$7.91K 0.01% 672
2026
Q1 		$250K Buy
911
+710
+353% +$229K 0.01% 652
2025
Q4 		$65K Buy
201
+59
+42% +$18.6K ﹤0.01% 1110
2025
Q3 		$45.8K Buy
142
+9
+7% +$2.86K ﹤0.01% 1197
2025
Q2 		$43.6K Buy
133
+90
+209% +$24.9K ﹤0.01% 1120
2025
Q1 		$11.5K Buy
43
+38
+760% +$9.25K ﹤0.01% 1582
2024
Q4 		$1.19K Buy
+5
New +$1.3K ﹤0.01% 1991
2023
Q4 		– Sell
-21
Closed -$3.4K – 1850
2023
Q3 		$3.4K Buy
+21
New +$3.56K ﹤0.01% 1258

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

Larson Financial Group's HEI Position: Q3 2026 in Review

Larson Financial Group increased its HEICO Corp (HEI) stake by 44% in Q3 2026, buying an estimated $141K and bringing the position to 1,353 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #673.

Larson Financial Group first reported a position in HEI in Q3 2023 and has held it in 9 quarters since. 630 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Larson Financial Group held 1,353 shares of HEICO Corp worth $410K as of Q3 2026.
  • Larson Financial Group bought 416 HEICO Corp shares in Q3 2026, an estimated $141K.
  • HEICO Corp made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #673 holding.
  • Larson Financial Group first reported a position in HEICO Corp in Q3 2023 and has held it in 9 quarters since.
  • 630 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.