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PFS Partners’s HEICO Corp HEI Stock Holding History

PFS 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
2025
Q1 		– Hold
0
– -$1.55M – 448
2024
Q4 		– Hold
0
– – – 23
2024
Q3 		– Hold
0
– – – 24

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

PFS Partners's HEI Position: Q1 2026 in Review

PFS Partners increased its HEICO Corp (HEI) stake by 0.03% in Q1 2026, buying an estimated $966 and bringing the position to 9,957 shares worth $2.73M. The position accounts for 1.25% of the portfolio, ranked #18.

PFS Partners first reported a position in HEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.26M in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • PFS Partners held 9,957 shares of HEICO Corp worth $2.73M as of Q1 2026.
  • PFS Partners bought 3 HEICO Corp shares in Q1 2026, an estimated $966.
  • HEICO Corp made up 1.25% of PFS Partners's portfolio in Q1 2026, its #18 holding.
  • PFS Partners first reported a position in HEICO Corp in Q4 2023 and has held it in 10 quarters since.
  • PFS Partners's HEICO Corp position peaked at $3.26M in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.