MYIA
HEI icon

Mount Yale Investment Advisors’s HEICO Corp HEI Stock Holding History

Mount Yale Investment 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 		$280K Buy
+1,020
New +$328K 0.01% 920
2025
Q3 		– Sell
-925
Closed -$303K – 1065
2025
Q2 		$303K Buy
+925
New +$256K 0.02% 450

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's HEI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in HEICO Corp (HEI) in Q1 2026: 1,020 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HEI as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HEI in Q2 2025 and has held it in 2 quarters since. The position peaked at $303K in Q2 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Mount Yale Investment Advisors held 1,020 shares of HEICO Corp worth $280K as of Q1 2026.
  • HEICO Corp was a new Mount Yale Investment Advisors position in Q1 2026.
  • HEICO Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #920 holding.
  • Mount Yale Investment Advisors first reported a position in HEICO Corp in Q2 2025 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's HEICO Corp position peaked at $303K in Q2 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.