OF
HEI icon

Optimize Financial’s HEICO Corp HEI Stock Holding History

Optimize Financial’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 		$317K Buy
1,157
+159
+16% +$51.2K 0.16% 248
2025
Q4 		$323K Buy
998
+12
+1% +$3.79K 0.16% 254
2025
Q3 		$318K Buy
+986
New +$314K 0.17% 261

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

Optimize Financial's HEI Position: Q1 2026 in Review

Optimize Financial increased its HEICO Corp (HEI) stake by 16% in Q1 2026, buying an estimated $51.2K and bringing the position to 1,157 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #248.

Optimize Financial first reported a position in HEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $323K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Optimize Financial held 1,157 shares of HEICO Corp worth $317K as of Q1 2026.
  • Optimize Financial bought 159 HEICO Corp shares in Q1 2026, an estimated $51.2K.
  • HEICO Corp made up 0.16% of Optimize Financial's portfolio in Q1 2026, its #248 holding.
  • Optimize Financial first reported a position in HEICO Corp in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's HEICO Corp position peaked at $323K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.