Mark Sheptoff Financial Planning’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $316K | Hold |
1,139
| – | – | 0.17% | 77 |
|
|
2025
Q4 | $369K | Hold |
1,139
| – | – | 0.18% | 71 |
|
|
2025
Q3 | $368K | Hold |
1,139
| – | – | 0.18% | 71 |
|
|
2025
Q2 | $374K | Hold |
1,139
| – | – | 0.2% | 65 |
|
|
2025
Q1 | $304K | Hold |
1,139
| – | – | 0.17% | 73 |
|
|
2024
Q4 | $271K | Hold |
1,139
| – | – | 0.15% | 79 |
|
|
2024
Q3 | $298K | Hold |
1,139
| – | – | 0.16% | 76 |
|
|
2024
Q2 | $255K | Sell |
1,139
-156
| -12% | -$32.9K | 0.14% | 81 |
|
|
2024
Q1 | $247K | Hold |
1,295
| – | – | 0.14% | 84 |
|
|
2023
Q4 | $232K | Hold |
1,295
| – | – | 0.14% | 80 |
|
|
2023
Q3 | $210K | Hold |
1,295
| – | – | 0.13% | 84 |
|
|
2023
Q2 | $229K | Hold |
1,295
| – | – | 0.13% | 89 |
|
|
2023
Q1 | $221K | Hold |
1,295
| – | – | 0.13% | 89 |
|
|
2022
Q4 | $199K | Hold |
1,295
| – | – | 0.12% | 90 |
|
|
2022
Q3 | $186K | Hold |
1,295
| – | – | 0.11% | 87 |
|
|
2022
Q2 | $170K | Hold |
1,295
| – | – | 0.1% | 97 |
|
|
2022
Q1 | $199K | Hold |
1,295
| – | – | 0.1% | 107 |
|
|
2021
Q4 | $187K | Hold |
1,295
| – | – | 0.09% | 111 |
|
|
2021
Q3 | $171K | Hold |
1,295
| – | – | 0.09% | 113 |
|
|
2021
Q2 | $181K | Hold |
1,295
| – | – | 0.1% | 109 |
|
|
2021
Q1 | $163K | Sell |
1,295
-1,170
| -47% | -$150K | 0.09% | 108 |
|
|
2020
Q4 | $326K | Sell |
2,465
-1,875
| -43% | -$229K | 0.19% | 75 |
|
|
2020
Q3 | $454K | Sell |
4,340
-500
| -10% | -$51.7K | 0.28% | 57 |
|
|
2020
Q2 | $482K | Hold |
4,840
| – | – | 0.31% | 51 |
|
|
2020
Q1 | $361K | Hold |
4,840
| – | – | 0.27% | 55 |
|
|
2019
Q4 | $552K | Hold |
4,840
| – | – | 0.35% | 55 |
|
|
2019
Q3 | $604K | Hold |
4,840
| – | – | 0.41% | 48 |
|
|
2019
Q2 | $648K | Hold |
4,840
| – | – | 0.44% | 44 |
|
|
2019
Q1 | $459K | Hold |
4,840
| – | – | 0.33% | 58 |
|
|
2018
Q4 | $375K | Hold |
4,840
| – | – | 0.31% | 59 |
|
|
2018
Q3 | $448K | Hold |
4,840
| – | – | 0.31% | 67 |
|
|
2018
Q2 | $353K | Sell |
4,840
-3
| -0.1% | -$218 | 0.26% | 75 |
|
|
2018
Q1 | $336K | Sell |
4,843
-1,212
| -20% | -$79.3K | 0.23% | 82 |
|
|
2017
Q4 | $292K | Sell |
6,055
-390
| -6% | -$18.2K | 0.19% | 92 |
|
|
2017
Q3 | $296K | Buy |
+6,445
| New | +$274K | 0.2% | 92 |
|
Other funds holding HEI
DAM
VPM
VCM
Mark Sheptoff Financial Planning's HEI Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its HEICO Corp (HEI) position steady in Q1 2026 at 1,139 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #77.
Mark Sheptoff Financial Planning first reported a position in HEI in Q3 2017 and has held it in 35 quarters since. The position peaked at $648K in Q2 2019. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.
- Mark Sheptoff Financial Planning held 1,139 shares of HEICO Corp worth $316K as of Q1 2026.
- Mark Sheptoff Financial Planning left its HEICO Corp share count unchanged in Q1 2026.
- HEICO Corp made up 0.17% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #77 holding.
- Mark Sheptoff Financial Planning first reported a position in HEICO Corp in Q3 2017 and has held it in 35 quarters since.
- Mark Sheptoff Financial Planning's HEICO Corp position peaked at $648K in Q2 2019.
- 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.