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Perigon Wealth Management’s HEICO Corp HEI Stock Holding History

Perigon Wealth Management’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 		$1.23M Buy
4,495
+226
+5% +$72.8K 0.02% 472
2025
Q4 		$1.38M Buy
4,269
+2
+0% +$632 0.02% 455
2025
Q3 		$1.38M Buy
+4,267
New +$1.36M 0.03% 430

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

Perigon Wealth Management's HEI Position: Q1 2026 in Review

Perigon Wealth Management increased its HEICO Corp (HEI) stake by 5.3% in Q1 2026, buying an estimated $72.8K and bringing the position to 4,495 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #472.

Perigon Wealth Management first reported a position in HEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Perigon Wealth Management held 4,495 shares of HEICO Corp worth $1.23M as of Q1 2026.
  • Perigon Wealth Management bought 226 HEICO Corp shares in Q1 2026, an estimated $72.8K.
  • HEICO Corp made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #472 holding.
  • Perigon Wealth Management first reported a position in HEICO Corp in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's HEICO Corp position peaked at $1.38M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.