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United Capital Financial Advisors’s HEICO Corp HEI Stock Holding History

United Capital Financial Advisors’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 		$5.77M Sell
21,038
-13,456
-39% -$4.33M 0.04% 338
2025
Q4 		$11.2M Sell
34,494
-2,074
-6% -$655K 0.07% 224
2025
Q3 		$11.8M Buy
36,568
+1,606
+5% +$511K 0.08% 180
2025
Q2 		$11.5M Sell
34,962
-1,203
-3% -$333K 0.09% 175
2025
Q1 		$9.66M Buy
36,165
+35,122
+3,367% +$8.55M 0.08% 186
2024
Q4 		$248K Buy
1,043
+56
+6% +$14.5K ﹤0.01% 948
2024
Q3 		$258K Sell
987
-867
-47% -$210K ﹤0.01% 926
2024
Q2 		$415K Sell
1,854
-35
-2% -$7.39K ﹤0.01% 755
2024
Q1 		$361K Sell
1,889
-7
-0.4% -$1.3K ﹤0.01% 824
2023
Q4 		$339K Buy
+1,896
New +$321K ﹤0.01% 829

Other funds holding HEI

BlackRock
BlackRock New York $5.7T 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 $564B AUM 30.12% 1-Year Est. Return