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Mutual Advisors’s HEICO Corp HEI Stock Holding History

Mutual 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 		$310K Sell
1,132
-49
-4% -$15.8K 0.01% 1111
2025
Q4 		$382K Buy
1,181
+43
+4% +$13.6K 0.01% 1000
2025
Q3 		$361K Hold
1,138
– – 0.01% 993
2025
Q2 		$368K Sell
1,138
-92
-7% -$25.5K 0.01% 915
2025
Q1 		$303K Buy
1,230
+101
+9% +$24.6K 0.01% 905
2024
Q4 		$266K Sell
1,129
-61
-5% -$15.8K 0.01% 927
2024
Q3 		$301K Sell
1,190
-385
-24% -$93.1K 0.01% 896
2024
Q2 		$374K Sell
1,575
-2
-0.1% -$422 0.01% 816
2024
Q1 		$301K Buy
1,577
+9
+0.6% +$1.67K 0.01% 865
2023
Q4 		$280K Sell
1,568
-3
-0.2% -$508 0.01% 839
2023
Q3 		$254K Sell
1,571
-43
-3% -$7.3K 0.01% 837
2023
Q2 		$286K Sell
1,614
-100
-6% -$16.9K 0.01% 820
2023
Q1 		$293K Sell
1,714
-51
-3% -$8.59K 0.01% 785
2022
Q4 		$271K Sell
1,765
-104
-6% -$16.2K 0.01% 769
2022
Q3 		$269K Buy
+1,869
New +$280K 0.01% 746
2022
Q2 		– Sell
-1,349
Closed -$207K – 886
2022
Q1 		$207K Buy
+1,349
New +$196K 0.01% 819
2019
Q3 		– Sell
-2,886
Closed -$386K – 567
2019
Q2 		$386K Buy
+2,886
New +$321K 0.05% 383

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

Mutual Advisors's HEI Position: Q1 2026 in Review

Mutual Advisors reduced its HEICO Corp (HEI) stake by 4.1% in Q1 2026, selling an estimated $15.8K and leaving 1,132 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #1111.

Mutual Advisors first reported a position in HEI in Q2 2019 and has held it in 17 quarters since. The position peaked at $386K in Q2 2019. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Mutual Advisors held 1,132 shares of HEICO Corp worth $310K as of Q1 2026.
  • Mutual Advisors sold 49 HEICO Corp shares in Q1 2026, an estimated $15.8K.
  • HEICO Corp made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1111 holding.
  • Mutual Advisors first reported a position in HEICO Corp in Q2 2019 and has held it in 17 quarters since.
  • Mutual Advisors's HEICO Corp position peaked at $386K in Q2 2019.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.