SageView Advisory Group’s HEICO Corp HEI Stock Holding History

SageView 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	–	Sell	-40	Closed	-$12.9K	–	1358
2025 Q4	$12.9K	Buy	+40	New	+$12.6K	﹤0.01%	1616

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's HEI Position: Q1 2026 in Review

SageView Advisory Group sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 40 shares — an estimated $12.9K sold.

SageView Advisory Group first reported a position in HEI in Q4 2025 and held it in 1 quarter. The position peaked at $12.9K in Q4 2025. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

SageView Advisory Group reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 40 HEICO Corp shares in Q1 2026, an estimated $12.9K.
SageView Advisory Group first reported a position in HEICO Corp in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's HEICO Corp position peaked at $12.9K in Q4 2025.
739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.