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Quartz Partners’s HEICO Corp HEI Stock Holding History

Quartz 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 		$617K Sell
2,251
-50
-2% -$16.1K 0.24% 82
2025
Q4 		$745K Hold
2,301
– – 0.28% 72
2025
Q3 		$743K Buy
2,301
+119
+5% +$37.9K 0.27% 78
2025
Q2 		$716K Buy
+2,182
New +$604K 0.33% 70

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

Quartz Partners's HEI Position: Q1 2026 in Review

Quartz Partners reduced its HEICO Corp (HEI) stake by 2.2% in Q1 2026, selling an estimated $16.1K and leaving 2,251 shares worth $617K. The position accounts for 0.24% of the portfolio, ranked #82.

Quartz Partners first reported a position in HEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $745K in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Quartz Partners held 2,251 shares of HEICO Corp worth $617K as of Q1 2026.
  • Quartz Partners sold 50 HEICO Corp shares in Q1 2026, an estimated $16.1K.
  • HEICO Corp made up 0.24% of Quartz Partners's portfolio in Q1 2026, its #82 holding.
  • Quartz Partners first reported a position in HEICO Corp in Q2 2025 and has held it in 4 quarters since.
  • Quartz Partners's HEICO Corp position peaked at $745K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.