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Smartleaf Asset Management’s HEICO Corp HEI Stock Holding History

Smartleaf 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 		$344K Sell
1,298
-240
-16% -$77.3K 0.01% 624
2025
Q4 		$505K Sell
1,538
-20
-1% -$6.32K 0.02% 528
2025
Q3 		$495K Buy
1,558
+94
+6% +$29.9K 0.03% 486
2025
Q2 		$477K Sell
1,464
-63
-4% -$17.4K 0.04% 384
2025
Q1 		$406K Buy
1,527
+20
+1% +$4.87K 0.04% 405
2024
Q4 		$361K Buy
1,507
+96
+7% +$24.9K 0.04% 401
2024
Q3 		$366K Buy
1,411
+306
+28% +$74K 0.04% 341
2024
Q2 		$251K Buy
1,105
+72
+7% +$15.2K 0.04% 335
2024
Q1 		$201K Buy
1,033
+140
+16% +$26K 0.04% 356
2023
Q4 		$160K Buy
+893
New +$151K 0.04% 351

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

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

Smartleaf Asset Management reduced its HEICO Corp (HEI) stake by 16% in Q1 2026, selling an estimated $77.3K and leaving 1,298 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #624.

Smartleaf Asset Management first reported a position in HEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $505K in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Smartleaf Asset Management held 1,298 shares of HEICO Corp worth $344K as of Q1 2026.
  • Smartleaf Asset Management sold 240 HEICO Corp shares in Q1 2026, an estimated $77.3K.
  • HEICO Corp made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #624 holding.
  • Smartleaf Asset Management first reported a position in HEICO Corp in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's HEICO Corp position peaked at $505K in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

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