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Sagespring Wealth Partners’s HEICO Corp HEI Stock Holding History

Sagespring Wealth 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 		– Sell
-799
Closed -$259K – 817
2025
Q4 		$259K Buy
799
+23
+3% +$7.27K ﹤0.01% 674
2025
Q3 		$251K Buy
776
+129
+20% +$41.1K ﹤0.01% 664
2025
Q2 		$212K Buy
+647
New +$179K ﹤0.01% 677

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

Sagespring Wealth Partners's HEI Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 799 shares — an estimated $259K sold.

Sagespring Wealth Partners first reported a position in HEI in Q2 2025 and held it in 3 quarters. The position peaked at $259K in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 799 HEICO Corp shares in Q1 2026, an estimated $259K.
  • Sagespring Wealth Partners first reported a position in HEICO Corp in Q2 2025 and held it in 3 quarters.
  • Sagespring Wealth Partners's HEICO Corp position peaked at $259K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.