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Lifeworks Advisors’s HEICO Corp HEI Stock Holding History

Lifeworks 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 		$255K Buy
929
+1
+0.1% +$322 0.03% 266
2025
Q4 		$300K Hold
928
– – 0.04% 265
2025
Q3 		$300K Hold
928
– – 0.04% 258
2025
Q2 		$304K Hold
928
– – 0.05% 249
2025
Q1 		$248K Hold
928
– – 0.04% 268
2024
Q4 		$221K Buy
+928
New +$240K 0.04% 282

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

Lifeworks Advisors's HEI Position: Q1 2026 in Review

Lifeworks Advisors increased its HEICO Corp (HEI) stake by 0.11% in Q1 2026, buying an estimated $322 and bringing the position to 929 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #266.

Lifeworks Advisors first reported a position in HEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q2 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Lifeworks Advisors held 929 shares of HEICO Corp worth $255K as of Q1 2026.
  • Lifeworks Advisors bought 1 HEICO Corp share in Q1 2026, an estimated $322.
  • HEICO Corp made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #266 holding.
  • Lifeworks Advisors first reported a position in HEICO Corp in Q4 2024 and has held it in 6 quarters since.
  • Lifeworks Advisors's HEICO Corp position peaked at $304K in Q2 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.