Ray Dalio
HEI icon

Ray Dalio’s HEICO Corp HEI Stock Holding History

Ray Dalio’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 		$4.81M Sell
17,524
-2,876
-14% -$926K 0.02% 431
2025
Q4 		$6.6M Buy
20,400
+9,618
+89% +$3.04M 0.02% 452
2025
Q3 		$3.48M Buy
+10,782
New +$3.43M 0.01% 578
2022
Q3 		– Sell
-9,071
Closed -$1.19M – 928
2022
Q2 		$1.19M Buy
9,071
+1,786
+25% +$252K 0.01% 771
2022
Q1 		$1.12M Buy
+7,285
New +$1.06M ﹤0.01% 785
2021
Q4 		– Sell
-2,374
Closed -$313K – 769
2021
Q3 		$313K Buy
+2,374
New +$313K ﹤0.01% 633

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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 $3.37T AUM 44.26% 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

Ray Dalio's HEI Position: Q1 2026 in Review

Ray Dalio reduced its HEICO Corp (HEI) stake by 14% in Q1 2026, selling an estimated $926K and leaving 17,524 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #431.

Ray Dalio first reported a position in HEI in Q3 2021 and has held it in 6 quarters since. The position peaked at $6.6M in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Ray Dalio held 17,524 shares of HEICO Corp worth $4.81M as of Q1 2026.
  • Ray Dalio sold 2,876 HEICO Corp shares in Q1 2026, an estimated $926K.
  • HEICO Corp made up 0.02% of Ray Dalio's portfolio in Q1 2026, its #431 holding.
  • Ray Dalio first reported a position in HEICO Corp in Q3 2021 and has held it in 6 quarters since.
  • Ray Dalio's HEICO Corp position peaked at $6.6M in Q4 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.