Mezzasalma Advisors’s HEICO Corp HEI Stock Holding History

Mezzasalma 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	$668K	Hold	2,435	–	–	0.17%	78
2025 Q4	$802K	Hold	2,435	–	–	0.19%	73
2025 Q3	$786K	Hold	2,435	–	–	0.2%	73
2025 Q2	$799K	Hold	2,435	–	–	0.24%	60
2025 Q1	$651K	Hold	2,435	–	–	0.22%	65
2024 Q4	$579K	Hold	2,435	–	–	0.19%	64
2024 Q3	$637K	Hold	2,435	–	–	0.25%	44
2024 Q2	$544K	Sell	2,435 -2,731	-53%	-$577K	0.23%	42
2024 Q1	$987K	Sell	5,166 -1,759	-25%	-$326K	0.47%	42
2023 Q4	$1.24M	Hold	6,925	–	–	0.68%	29
2023 Q3	$1.12M	Hold	6,925	–	–	0.69%	31
2023 Q2	$1.23M	Hold	6,925	–	–	0.74%	29
2023 Q1	$1.18M	Hold	6,925	–	–	0.84%	27
2022 Q4	$1.06M	Hold	6,925	–	–	0.93%	24
2022 Q3	$997K	Hold	6,925	–	–	0.79%	25
2022 Q2	$908K	Hold	6,925	–	–	0.77%	28
2022 Q1	$1.06M	Hold	6,925	–	–	0.66%	28
2021 Q4	$999K	Hold	6,925	–	–	0.54%	36
2021 Q3	$913K	Hold	6,925	–	–	0.51%	36
2021 Q2	$965K	Hold	6,925	–	–	0.53%	38
2021 Q1	$871K	Hold	6,925	–	–	0.56%	38
2020 Q4	$917K	Buy	+6,925	New	+$845K	0.59%	36

Other funds holding HEI

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mezzasalma Advisors's HEI Position: Q1 2026 in Review

Mezzasalma Advisors held its HEICO Corp (HEI) position steady in Q1 2026 at 2,435 shares worth $668K. The position accounts for 0.17% of the portfolio, ranked #78.

Mezzasalma Advisors first reported a position in HEI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.24M in Q4 2023. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Mezzasalma Advisors held 2,435 shares of HEICO Corp worth $668K as of Q1 2026.
Mezzasalma Advisors left its HEICO Corp share count unchanged in Q1 2026.
HEICO Corp made up 0.17% of Mezzasalma Advisors's portfolio in Q1 2026, its #78 holding.
Mezzasalma Advisors first reported a position in HEICO Corp in Q4 2020 and has held it in 22 quarters since.
Mezzasalma Advisors's HEICO Corp position peaked at $1.24M in Q4 2023.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.