Silvercrest Asset Management’s HEICO Corp HEI Stock Holding History

Silvercrest Asset 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	$2.07M	Sell	7,554 -408	-5%	-$131K	0.02%	522
2025 Q4	$2.58M	Sell	7,962 -643	-7%	-$203K	0.02%	506
2025 Q3	$2.78M	Sell	8,605 -4,277	-33%	-$1.36M	0.02%	498
2025 Q2	$4.23M	Buy	12,882 +19	+0.1%	+$5.26K	0.03%	448
2025 Q1	$3.44M	Sell	12,863 -388	-3%	-$94.5K	0.02%	464
2024 Q4	$3.15M	Buy	13,251 +93	+0.7%	+$24.1K	0.02%	475
2024 Q3	$3.44M	Buy	13,158 +485	+4%	+$117K	0.02%	426
2024 Q2	$2.83M	Buy	12,673 +469	+4%	+$99K	0.02%	470
2024 Q1	$2.33M	Buy	12,204 +1,406	+13%	+$261K	0.02%	491
2023 Q4	$1.93M	Buy	10,798 +1,712	+19%	+$290K	0.01%	495
2023 Q3	$1.47M	Buy	9,086 +2,344	+35%	+$398K	0.01%	537
2023 Q2	$1.19M	Buy	+6,742	New	+$1.14M	0.01%	567

Other funds holding HEI

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silvercrest Asset Management's HEI Position: Q1 2026 in Review

Silvercrest Asset Management reduced its HEICO Corp (HEI) stake by 5.1% in Q1 2026, selling an estimated $131K and leaving 7,554 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #522.

Silvercrest Asset Management first reported a position in HEI in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.23M in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Silvercrest Asset Management held 7,554 shares of HEICO Corp worth $2.07M as of Q1 2026.
Silvercrest Asset Management sold 408 HEICO Corp shares in Q1 2026, an estimated $131K.
HEICO Corp made up 0.02% of Silvercrest Asset Management's portfolio in Q1 2026, its #522 holding.
Silvercrest Asset Management first reported a position in HEICO Corp in Q2 2023 and has held it in 12 quarters since.
Silvercrest Asset Management's HEICO Corp position peaked at $4.23M in Q2 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.