Quadcap Wealth Management’s HEICO Corp HEI Stock Holding History

Quadcap 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 Q3	$259K	Sell	853 -16	-2%	-$5.44K	0.02%	370
2026 Q2	$310K	Buy	869 +43	+5%	+$13.1K	0.03%	330
2026 Q1	$226K	Hold	826	–	–	0.03%	359
2025 Q4	$267K	Hold	826	–	–	0.03%	333
2025 Q3	$267K	Hold	826	–	–	0.03%	339
2025 Q2	$271K	Buy	826 +20	+2%	+$5.53K	0.03%	338
2025 Q1	$215K	Buy	+806	New	+$196K	0.03%	352
2024 Q4	–	Sell	-806	Closed	-$211K	–	395
2024 Q3	$211K	Sell	806 -133	-14%	-$32.2K	0.03%	356
2024 Q2	$210K	Buy	+939	New	+$198K	0.04%	358

Other funds holding HEI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Quadcap Wealth Management's HEI Position: Q3 2026 in Review

Quadcap Wealth Management reduced its HEICO Corp (HEI) stake by 1.8% in Q3 2026, selling an estimated $5.44K and leaving 853 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #370.

Quadcap Wealth Management first reported a position in HEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $310K in Q2 2026. 363 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

Quadcap Wealth Management held 853 shares of HEICO Corp worth $259K as of Q3 2026.
Quadcap Wealth Management sold 16 HEICO Corp shares in Q3 2026, an estimated $5.44K.
HEICO Corp made up 0.02% of Quadcap Wealth Management's portfolio in Q3 2026, its #370 holding.
Quadcap Wealth Management first reported a position in HEICO Corp in Q2 2024 and has held it in 9 quarters since.
Quadcap Wealth Management's HEICO Corp position peaked at $310K in Q2 2026.
363 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Quadcap Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.