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NewEdge Advisors’s HEICO Corp HEI Stock Holding History

NewEdge 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 		$727K Buy
2,652
+192
+8% +$61.8K ﹤0.01% 1699
2025
Q4 		$796K Buy
2,460
+530
+27% +$167K ﹤0.01% 1628
2025
Q3 		$623K Buy
1,930
+360
+23% +$115K ﹤0.01% 1688
2025
Q2 		$515K Buy
1,570
+134
+9% +$37.1K ﹤0.01% 1670
2025
Q1 		$384K Sell
1,436
-106
-7% -$25.8K ﹤0.01% 1746
2024
Q4 		$367K Buy
1,542
+97
+7% +$25.1K ﹤0.01% 1754
2024
Q3 		$378K Buy
1,445
+25
+2% +$6.05K ﹤0.01% 1644
2024
Q2 		$318K Buy
1,420
+268
+23% +$56.6K ﹤0.01% 1688
2024
Q1 		$220K Buy
1,152
+1,052
+1,052% +$195K ﹤0.01% 1796
2023
Q4 		$17.9K Buy
100
+5
+5% +$847 ﹤0.01% 2610
2023
Q3 		$15.4K Hold
95
– – ﹤0.01% 2443
2023
Q2 		$16.8K Hold
95
– – ﹤0.01% 2426
2023
Q1 		$16.3K Sell
95
-146
-61% -$24.6K ﹤0.01% 2409
2022
Q4 		$22.4K Buy
+241
New +$37.5K ﹤0.01% 2085
2019
Q4 		– Sell
-1,764
Closed -$220K – 838
2019
Q3 		$220K Buy
+1,764
New +$241K 0.01% 729

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

NewEdge Advisors's HEI Position: Q1 2026 in Review

NewEdge Advisors increased its HEICO Corp (HEI) stake by 7.8% in Q1 2026, buying an estimated $61.8K and bringing the position to 2,652 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

NewEdge Advisors first reported a position in HEI in Q3 2019 and has held it in 15 quarters since. The position peaked at $796K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • NewEdge Advisors held 2,652 shares of HEICO Corp worth $727K as of Q1 2026.
  • NewEdge Advisors bought 192 HEICO Corp shares in Q1 2026, an estimated $61.8K.
  • HEICO Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1699 holding.
  • NewEdge Advisors first reported a position in HEICO Corp in Q3 2019 and has held it in 15 quarters since.
  • NewEdge Advisors's HEICO Corp position peaked at $796K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.