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Rehmann Capital Advisory Group’s HEICO Corp HEI Stock Holding History

Rehmann Capital Advisory Group’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 		$321K Sell
1,171
-71
-6% -$22.9K 0.02% 527
2025
Q4 		$402K Sell
1,242
-32
-3% -$10.1K 0.02% 447
2025
Q3 		$411K Sell
1,274
-4
-0.3% -$1.27K 0.02% 424
2025
Q2 		$419K Sell
1,278
-14
-1% -$3.87K 0.03% 391
2025
Q1 		$345K Sell
1,292
-22
-2% -$5.36K 0.02% 447
2024
Q4 		$312K Sell
1,314
-43
-3% -$11.1K 0.02% 456
2024
Q3 		$355K Sell
1,357
-51
-4% -$12.3K 0.02% 420
2024
Q2 		$315K Sell
1,408
-26
-2% -$5.49K 0.02% 435
2024
Q1 		$274K Sell
1,434
-35
-2% -$6.5K 0.02% 472
2023
Q4 		$263K Hold
1,469
– – 0.02% 468
2023
Q3 		$238K Sell
1,469
-132
-8% -$22.4K 0.02% 457
2023
Q2 		$283K Sell
1,601
-24
-1% -$4.04K 0.03% 434
2023
Q1 		$278K Sell
1,625
-22
-1% -$3.7K 0.03% 438
2022
Q4 		$253K Sell
1,647
-7
-0.4% -$1.09K 0.03% 460
2022
Q3 		$238K Buy
1,654
+123
+8% +$18.4K 0.03% 440
2022
Q2 		$201K Sell
1,531
-21
-1% -$2.96K 0.02% 473
2022
Q1 		$238K Buy
1,552
+15
+1% +$2.18K 0.02% 465
2021
Q4 		$222K Sell
1,537
-27
-2% -$3.81K 0.02% 503
2021
Q3 		$206K Buy
1,564
+19
+1% +$2.5K 0.02% 525
2021
Q2 		$215K Buy
+1,545
New +$213K 0.02% 507
2019
Q3 		$207K Sell
1,661
-11
-0.7% -$1.5K 0.03% 303
2019
Q2 		$224K Sell
1,672
-50
-3% -$5.56K 0.03% 410
2019
Q1 		$163K Hold
1,722
– – 0.02% 459
2018
Q4 		$133K Sell
1,722
-50
-3% -$4.17K 0.02% 327
2018
Q3 		$164K Buy
1,772
+83
+5% +$6.82K 0.02% 454
2018
Q2 		$123K Sell
1,689
-130
-7% -$9.44K 0.02% 503
2018
Q1 		$126K Buy
+1,819
New +$119K 0.02% 483

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Rehmann Capital Advisory Group's HEI Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its HEICO Corp (HEI) stake by 5.7% in Q1 2026, selling an estimated $22.9K and leaving 1,171 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #527.

Rehmann Capital Advisory Group first reported a position in HEI in Q1 2018 and has held it in 27 quarters since. The position peaked at $419K in Q2 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Rehmann Capital Advisory Group held 1,171 shares of HEICO Corp worth $321K as of Q1 2026.
  • Rehmann Capital Advisory Group sold 71 HEICO Corp shares in Q1 2026, an estimated $22.9K.
  • HEICO Corp made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #527 holding.
  • Rehmann Capital Advisory Group first reported a position in HEICO Corp in Q1 2018 and has held it in 27 quarters since.
  • Rehmann Capital Advisory Group's HEICO Corp position peaked at $419K in Q2 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.