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Sunbelt Securities’s HEICO Corp HEI Stock Holding History

Sunbelt Securities’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 		$32.4K Hold
118
– – ﹤0.01% 1145
2025
Q4 		$38.2K Hold
118
– – ﹤0.01% 1068
2025
Q3 		$38.1K Buy
118
+2
+2% +$637 ﹤0.01% 1080
2025
Q2 		$27.6K Hold
116
– – ﹤0.01% 1087
2025
Q1 		$31K Hold
116
– – ﹤0.01% 1011
2024
Q4 		$27.8K Sell
116
-81
-41% -$21K ﹤0.01% 1085
2024
Q3 		$51.5K Sell
197
-250
-56% -$60.5K 0.01% 935
2024
Q2 		$100K Sell
447
-76
-15% -$16K 0.01% 730
2024
Q1 		$99.9K Sell
523
-56
-10% -$10.4K 0.01% 712
2023
Q4 		$104K Sell
579
-103
-15% -$17.4K 0.01% 668
2023
Q3 		$110K Sell
682
-47
-6% -$7.98K 0.02% 630
2023
Q2 		$129K Buy
729
+86
+13% +$14.5K 0.02% 571
2023
Q1 		$109K Buy
+643
New +$108K 0.02% 558

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sunbelt Securities's HEI Position: Q1 2026 in Review

Sunbelt Securities held its HEICO Corp (HEI) position steady in Q1 2026 at 118 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Sunbelt Securities first reported a position in HEI in Q1 2023 and has held it in 13 quarters since. The position peaked at $129K in Q2 2023. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Sunbelt Securities held 118 shares of HEICO Corp worth $32.4K as of Q1 2026.
  • Sunbelt Securities left its HEICO Corp share count unchanged in Q1 2026.
  • HEICO Corp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1145 holding.
  • Sunbelt Securities first reported a position in HEICO Corp in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's HEICO Corp position peaked at $129K in Q2 2023.
  • 739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.