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

Lido 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 		$317K Sell
1,155
-462
-29% -$149K ﹤0.01% 1535
2025
Q4 		$523K Buy
1,617
+7
+0.4% +$2.21K ﹤0.01% 1278
2025
Q3 		$520K Sell
1,610
-2,074
-56% -$660K ﹤0.01% 1218
2025
Q2 		$1.21M Sell
3,684
-4
-0.1% -$1.11K ﹤0.01% 766
2025
Q1 		$986K Buy
+3,688
New +$898K ﹤0.01% 786
2022
Q3 		– Sell
-3,904
Closed -$511K – 985
2022
Q2 		$511K Buy
+3,904
New +$550K 0.01% 536

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

Lido Advisors's HEI Position: Q1 2026 in Review

Lido Advisors reduced its HEICO Corp (HEI) stake by 29% in Q1 2026, selling an estimated $149K and leaving 1,155 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Lido Advisors first reported a position in HEI in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Lido Advisors held 1,155 shares of HEICO Corp worth $317K as of Q1 2026.
  • Lido Advisors sold 462 HEICO Corp shares in Q1 2026, an estimated $149K.
  • HEICO Corp made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1535 holding.
  • Lido Advisors first reported a position in HEICO Corp in Q2 2022 and has held it in 6 quarters since.
  • Lido Advisors's HEICO Corp position peaked at $1.21M in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

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