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MONECO Advisors’s HEICO Corp HEI Stock Holding History

MONECO 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 		$243K Buy
885
+1
+0.1% +$322 0.02% 457
2025
Q4 		$286K Sell
884
-1
-0.1% -$316 0.02% 409
2025
Q3 		$286K Hold
885
– – 0.02% 407
2025
Q2 		$290K Sell
885
-35
-4% -$9.68K 0.03% 383
2025
Q1 		$246K Buy
920
+2
+0.2% +$487 0.03% 404
2024
Q4 		$218K Buy
918
+13
+1% +$3.37K 0.02% 437
2024
Q3 		$237K Sell
905
-4
-0.4% -$968 0.03% 390
2024
Q2 		$203K Buy
+909
New +$192K 0.03% 406

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

MONECO Advisors's HEI Position: Q1 2026 in Review

MONECO Advisors increased its HEICO Corp (HEI) stake by 0.11% in Q1 2026, buying an estimated $322 and bringing the position to 885 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #457.

MONECO Advisors first reported a position in HEI in Q2 2024 and has held it in 8 quarters since. The position peaked at $290K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • MONECO Advisors held 885 shares of HEICO Corp worth $243K as of Q1 2026.
  • MONECO Advisors bought 1 HEICO Corp share in Q1 2026, an estimated $322.
  • HEICO Corp made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #457 holding.
  • MONECO Advisors first reported a position in HEICO Corp in Q2 2024 and has held it in 8 quarters since.
  • MONECO Advisors's HEICO Corp position peaked at $290K in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.