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Seneschal Advisors’s HEICO Corp HEI Stock Holding History

Seneschal Advisors’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 		$275 Hold
1
– – ﹤0.01% 491
2025
Q4 		$324 Hold
1
– – ﹤0.01% 463
2025
Q3 		$323 Buy
+1
New +$318 ﹤0.01% 460

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

Seneschal Advisors's HEI Position: Q1 2026 in Review

Seneschal Advisors held its HEICO Corp (HEI) position steady in Q1 2026 at 1 share worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Seneschal Advisors first reported a position in HEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $324 in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Seneschal Advisors held 1 share of HEICO Corp worth $275 as of Q1 2026.
  • Seneschal Advisors left its HEICO Corp share count unchanged in Q1 2026.
  • HEICO Corp made up ﹤0.01% of Seneschal Advisors's portfolio in Q1 2026, its #491 holding.
  • Seneschal Advisors first reported a position in HEICO Corp in Q3 2025 and has held it in 3 quarters since.
  • Seneschal Advisors's HEICO Corp position peaked at $324 in Q4 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.