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Newbridge Financial Services Group’s HEICO Corp HEI Stock Holding History

Newbridge Financial Services Group’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 		– Sell
-21
Closed -$6.8K – 1216
2025
Q4 		$6.8K Hold
21
– – ﹤0.01% 850
2025
Q3 		$6.79K Hold
21
– – ﹤0.01% 967
2025
Q2 		$6.89K Hold
21
– – ﹤0.01% 972
2025
Q1 		$5.61K Hold
21
– – ﹤0.01% 784
2024
Q4 		$4.99K Buy
+21
New +$5.44K ﹤0.01% 866

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Newbridge Financial Services Group's HEI Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 21 shares — an estimated $6.8K sold.

Newbridge Financial Services Group first reported a position in HEI in Q4 2024 and held it in 5 quarters. The position peaked at $6.89K in Q2 2025. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 21 HEICO Corp shares in Q1 2026, an estimated $6.8K.
  • Newbridge Financial Services Group first reported a position in HEICO Corp in Q4 2024 and held it in 5 quarters.
  • Newbridge Financial Services Group's HEICO Corp position peaked at $6.89K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.