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Tred Avon Family Wealth’s HEICO Corp HEI Stock Holding History

Tred Avon Family Wealth’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 		$258K Hold
942
– – 0.09% 237
2025
Q4 		$305K Buy
+942
New +$298K 0.1% 213

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Tred Avon Family Wealth's HEI Position: Q1 2026 in Review

Tred Avon Family Wealth held its HEICO Corp (HEI) position steady in Q1 2026 at 942 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #237.

Tred Avon Family Wealth first reported a position in HEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $305K in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Tred Avon Family Wealth held 942 shares of HEICO Corp worth $258K as of Q1 2026.
  • Tred Avon Family Wealth left its HEICO Corp share count unchanged in Q1 2026.
  • HEICO Corp made up 0.09% of Tred Avon Family Wealth's portfolio in Q1 2026, its #237 holding.
  • Tred Avon Family Wealth first reported a position in HEICO Corp in Q4 2025 and has held it in 2 quarters since.
  • Tred Avon Family Wealth's HEICO Corp position peaked at $305K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.