NewEdge Wealth’s HEICO Corp HEI Stock Holding History

NewEdge Wealth’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	$205K	Sell	748 -364	-33%	-$117K	﹤0.01%	1085
2025 Q4	$360K	Buy	1,112 +265	+31%	+$83.7K	﹤0.01%	963
2025 Q3	$270K	Buy	847 +10	+1%	+$3.18K	﹤0.01%	906
2025 Q2	$265K	Sell	837 -23	-3%	-$6.36K	﹤0.01%	865
2025 Q1	$230K	Buy	860 +1	+0.1%	+$244	﹤0.01%	853
2024 Q4	$204K	Sell	859 -69	-7%	-$17.9K	﹤0.01%	881
2024 Q3	$243K	Buy	+928	New	+$224K	﹤0.01%	783

Other funds holding HEI

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Wealth's HEI Position: Q1 2026 in Review

NewEdge Wealth reduced its HEICO Corp (HEI) stake by 33% in Q1 2026, selling an estimated $117K and leaving 748 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

NewEdge Wealth first reported a position in HEI in Q3 2024 and has held it in 7 quarters since. The position peaked at $360K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

NewEdge Wealth held 748 shares of HEICO Corp worth $205K as of Q1 2026.
NewEdge Wealth sold 364 HEICO Corp shares in Q1 2026, an estimated $117K.
HEICO Corp made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1085 holding.
NewEdge Wealth first reported a position in HEICO Corp in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's HEICO Corp position peaked at $360K in Q4 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

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