Nisa Investment Advisors’s HEICO Corp HEI Stock Holding History

Nisa 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	$264K	Sell	963 -543	-36%	-$175K	﹤0.01%	1125
2025 Q4	$487K	Buy	1,506 +483	+47%	+$153K	﹤0.01%	1004
2025 Q3	$330K	Buy	1,023 +1	+0.1%	+$318	﹤0.01%	1137
2025 Q2	$335K	Buy	1,022 +22	+2%	+$6.09K	﹤0.01%	1088
2025 Q1	$267K	Hold	1,000	–	–	﹤0.01%	1161
2024 Q4	$238K	Hold	1,000	–	–	﹤0.01%	1245
2024 Q3	$261K	Hold	1,000	–	–	﹤0.01%	1216
2024 Q2	$224K	Hold	1,000	–	–	﹤0.01%	1278
2024 Q1	$191K	Hold	1,000	–	–	﹤0.01%	1314
2023 Q4	$179K	Hold	1,000	–	–	﹤0.01%	1299
2023 Q3	$162K	Hold	1,000	–	–	﹤0.01%	1366
2023 Q2	$177K	Hold	1,000	–	–	﹤0.01%	1358
2023 Q1	$171K	Hold	1,000	–	–	﹤0.01%	1339
2022 Q4	$154K	Hold	1,000	–	–	﹤0.01%	1422
2022 Q3	$144K	Hold	1,000	–	–	﹤0.01%	1359
2022 Q2	$131K	Hold	1,000	–	–	﹤0.01%	1416
2022 Q1	$154K	Hold	1,000	–	–	﹤0.01%	1481
2021 Q4	$136K	Hold	1,000	–	–	﹤0.01%	1400
2021 Q3	$132	Hold	1,000	–	–	﹤0.01%	1578
2021 Q2	$139	Hold	1,000	–	–	﹤0.01%	1551
2021 Q1	$126	Hold	1,000	–	–	﹤0.01%	1655
2020 Q4	$132K	Hold	1,000	–	–	﹤0.01%	1622
2020 Q3	$105K	Hold	1,000	–	–	﹤0.01%	1533
2020 Q2	$100K	Hold	1,000	–	–	﹤0.01%	1448
2020 Q1	$75K	Buy	+1,000	New	+$109K	﹤0.01%	1446
2018 Q4	–	Sell	-22,706	Closed	-$2.1M	–	1968
2018 Q3	$2.1M	Buy	+22,706	New	+$1.87M	0.02%	642
2017 Q2	–	Sell	-2,441	Closed	-$87K	–	1847
2017 Q1	$87K	Buy	+2,441	New	+$81.3K	﹤0.01%	1377
2016 Q3	–	Sell	-1,709	Closed	-$47K	–	1858
2016 Q2	$47K	Hold	1,709	–	–	﹤0.01%	1405
2016 Q1	$42K	Buy	+1,709	New	+$39.3K	﹤0.01%	1417

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's HEI Position: Q1 2026 in Review

Nisa Investment Advisors reduced its HEICO Corp (HEI) stake by 36% in Q1 2026, selling an estimated $175K and leaving 963 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Nisa Investment Advisors first reported a position in HEI in Q1 2016 and has held it in 29 quarters since. The position peaked at $2.1M in Q3 2018. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Nisa Investment Advisors held 963 shares of HEICO Corp worth $264K as of Q1 2026.
Nisa Investment Advisors sold 543 HEICO Corp shares in Q1 2026, an estimated $175K.
HEICO Corp made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1125 holding.
Nisa Investment Advisors first reported a position in HEICO Corp in Q1 2016 and has held it in 29 quarters since.
Nisa Investment Advisors's HEICO Corp position peaked at $2.1M in Q3 2018.
737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.