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SHP Wealth Management’s HEICO Corp HEI Stock Holding History

SHP Wealth Management’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 		$9.14K Hold
33
– – ﹤0.01% 927
2025
Q4 		$10.8K Buy
+33
New +$10.4K ﹤0.01% 812

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

SHP Wealth Management's HEI Position: Q1 2026 in Review

SHP Wealth Management held its HEICO Corp (HEI) position steady in Q1 2026 at 33 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

SHP Wealth Management first reported a position in HEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.8K in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • SHP Wealth Management held 33 shares of HEICO Corp worth $9.14K as of Q1 2026.
  • SHP Wealth Management left its HEICO Corp share count unchanged in Q1 2026.
  • HEICO Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #927 holding.
  • SHP Wealth Management first reported a position in HEICO Corp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's HEICO Corp position peaked at $10.8K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.