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&Partners’s HEICO Corp HEI Stock Holding History

&Partners’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 		$618K Buy
2,261
+183
+9% +$58.9K ﹤0.01% 1580
2025
Q4 		$672K Buy
2,078
+770
+59% +$243K ﹤0.01% 1455
2025
Q3 		$422K Buy
1,308
+393
+43% +$125K ﹤0.01% 1561
2025
Q2 		$307K Sell
915
-15
-2% -$4.15K ﹤0.01% 1617
2025
Q1 		$247K Buy
+930
New +$226K ﹤0.01% 1510

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

&Partners's HEI Position: Q1 2026 in Review

&Partners increased its HEICO Corp (HEI) stake by 8.8% in Q1 2026, buying an estimated $58.9K and bringing the position to 2,261 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

&Partners first reported a position in HEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $672K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • &Partners held 2,261 shares of HEICO Corp worth $618K as of Q1 2026.
  • &Partners bought 183 HEICO Corp shares in Q1 2026, an estimated $58.9K.
  • HEICO Corp made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1580 holding.
  • &Partners first reported a position in HEICO Corp in Q1 2025 and has held it in 5 quarters since.
  • &Partners's HEICO Corp position peaked at $672K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.