Tom Bancroft
HEI.A icon

Tom Bancroft’s HEICO Corp Class A HEI.A Stock Holding History

Tom Bancroft’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,171
Closed -$548K – 6
2025
Q4 		$548K Hold
2,171
– – 0.43% 11
2025
Q3 		$552K Hold
2,171
– – 0.28% 11
2025
Q2 		$562K Hold
2,171
– – 0.17% 12
2025
Q1 		$458K Sell
2,171
-2,306
-52% -$447K 0.15% 12
2024
Q4 		$833K Hold
4,477
– – 0.13% 12
2024
Q3 		$912K Sell
4,477
-165
-4% -$31.3K 0.12% 12
2024
Q2 		$824K Sell
4,642
-32
-0.7% -$5.41K 0.11% 11
2024
Q1 		$720K Buy
4,674
+427
+10% +$63.2K 0.09% 10
2023
Q4 		$605K Hold
4,247
– – 0.08% 10
2023
Q3 		$549K Hold
4,247
– – 0.07% 10
2023
Q2 		$597K Buy
4,247
+50
+1% +$6.7K 0.08% 10
2023
Q1 		$570K Sell
4,197
-49,240
-92% -$6.53M 0.07% 10
2022
Q4 		$6.4M Buy
53,437
+350
+0.7% +$42.7K 0.93% 11
2022
Q3 		$6.08M Buy
53,087
+18,896
+55% +$2.28M 1.01% 10
2022
Q2 		$3.6M Hold
34,191
– – 0.81% 9
2022
Q1 		$4.34M Hold
34,191
– – 0.89% 8
2021
Q4 		$4.39M Hold
34,191
– – 0.8% 11
2021
Q3 		$4.05M Hold
34,191
– – 0.86% 10
2021
Q2 		$4.25M Hold
34,191
– – 0.84% 9
2021
Q1 		$3.88M Hold
34,191
– – 0.82% 9
2020
Q4 		$4M Hold
34,191
– – 0.92% 8
2020
Q3 		$3.03M Hold
34,191
– – 0.84% 9
2020
Q2 		$2.78M Hold
34,191
– – 0.86% 10
2020
Q1 		$2.18M Buy
+34,191
New +$3.06M 0.61% 10

Other funds holding HEI.A

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Tom Bancroft's HEI.A Position: Q1 2026 in Review

Tom Bancroft sold out of HEICO Corp Class A (HEI.A) in Q1 2026, closing a stake of 2,171 shares — an estimated $548K sold.

Tom Bancroft first reported a position in HEI.A in Q1 2020 and held it in 24 quarters. The position peaked at $6.4M in Q4 2022. 622 funds tracked by Wall St. Rank hold HEI.A as of Q1 2026.

  • Tom Bancroft reported no remaining HEICO Corp Class A position as of Q1 2026 after selling out during the quarter.
  • Tom Bancroft sold 2,171 HEICO Corp Class A shares in Q1 2026, an estimated $548K.
  • Tom Bancroft first reported a position in HEICO Corp Class A in Q1 2020 and held it in 24 quarters.
  • Tom Bancroft's HEICO Corp Class A position peaked at $6.4M in Q4 2022.
  • 622 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q1 2026.

Based on Makaira Partners's 13F filing for Q1 2026.