Mercer Global Advisors
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Mercer Global Advisors’s HEICO Corp HEI Stock Holding History

Mercer Global 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 		$1.66M Sell
6,052
-2,070
-25% -$666K ﹤0.01% 1287
2025
Q4 		$2.46M Buy
8,122
+2,207
+37% +$697K ﹤0.01% 1013
2025
Q3 		$1.91M Buy
5,915
+2,990
+102% +$952K ﹤0.01% 1056
2025
Q2 		$959K Buy
2,925
+232
+9% +$64.2K ﹤0.01% 1243
2025
Q1 		$720K Buy
2,693
+240
+10% +$58.4K ﹤0.01% 1292
2024
Q4 		$583K Sell
2,453
-3,810
-61% -$987K ﹤0.01% 1365
2024
Q3 		$1.64M Buy
6,263
+141
+2% +$34.1K ﹤0.01% 828
2024
Q2 		$1.37M Buy
6,122
+4,897
+400% +$1.03M ﹤0.01% 838
2024
Q1 		$234K Buy
+1,225
New +$227K ﹤0.01% 1700
2022
Q2 		– Sell
-4,272
Closed -$656K – 1863
2022
Q1 		$656K Buy
+4,272
New +$620K ﹤0.01% 1096
2020
Q2 		– Sell
-2,757
Closed -$206K – 1077
2020
Q1 		$206K Sell
2,757
-4,474
-62% -$489K ﹤0.01% 935
2019
Q4 		$825K Sell
7,231
-1,805
-20% -$222K 0.02% 577
2019
Q3 		$1.13M Sell
9,036
-1,147
-11% -$157K 0.03% 451
2019
Q2 		$1.36M Sell
10,183
-1,986
-16% -$221K 0.04% 381
2019
Q1 		$1.15M Buy
+12,169
New +$1.06M 0.04% 370

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

Mercer Global Advisors's HEI Position: Q1 2026 in Review

Mercer Global Advisors reduced its HEICO Corp (HEI) stake by 25% in Q1 2026, selling an estimated $666K and leaving 6,052 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Mercer Global Advisors first reported a position in HEI in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.46M in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Mercer Global Advisors held 6,052 shares of HEICO Corp worth $1.66M as of Q1 2026.
  • Mercer Global Advisors sold 2,070 HEICO Corp shares in Q1 2026, an estimated $666K.
  • HEICO Corp made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1287 holding.
  • Mercer Global Advisors first reported a position in HEICO Corp in Q1 2019 and has held it in 15 quarters since.
  • Mercer Global Advisors's HEICO Corp position peaked at $2.46M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.