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Maridea Wealth Management’s HEICO Corp HEI Stock Holding History

Maridea Wealth Management’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 		$763K Buy
2,783
+476
+21% +$153K 0.11% 190
2025
Q4 		$747K Buy
2,307
+673
+41% +$213K 0.11% 184
2025
Q3 		$511K Buy
1,634
+997
+157% +$317K 0.08% 244
2025
Q2 		$209K Buy
+637
New +$176K 0.05% 261

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

Maridea Wealth Management's HEI Position: Q1 2026 in Review

Maridea Wealth Management increased its HEICO Corp (HEI) stake by 21% in Q1 2026, buying an estimated $153K and bringing the position to 2,783 shares worth $763K. The position accounts for 0.11% of the portfolio, ranked #190.

Maridea Wealth Management first reported a position in HEI in Q2 2025 and has held it in 4 quarters since. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Maridea Wealth Management held 2,783 shares of HEICO Corp worth $763K as of Q1 2026.
  • Maridea Wealth Management bought 476 HEICO Corp shares in Q1 2026, an estimated $153K.
  • HEICO Corp made up 0.11% of Maridea Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Maridea Wealth Management first reported a position in HEICO Corp in Q2 2025 and has held it in 4 quarters since.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.