Vontobel Holding
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Vontobel Holding’s HEICO Corp HEI Stock Holding History

Vontobel Holding’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 		$289K Sell
1,053
-4,438
-81% -$1.43M ﹤0.01% 1009
2025
Q4 		$1.78M Buy
+5,491
New +$1.74M 0.01% 615
2025
Q3 		– Sell
-824
Closed -$270K – 1386
2025
Q2 		$270K Buy
+824
New +$228K ﹤0.01% 1082
2021
Q4 		– Sell
-684
Closed -$91K – 1121
2021
Q3 		$91K Hold
684
– – ﹤0.01% 1105
2021
Q2 		$95K Hold
684
– – ﹤0.01% 1088
2021
Q1 		$86K Hold
684
– – ﹤0.01% 954
2020
Q4 		$91K Buy
+684
New +$83.4K ﹤0.01% 934

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

Vontobel Holding's HEI Position: Q1 2026 in Review

Vontobel Holding reduced its HEICO Corp (HEI) stake by 81% in Q1 2026, selling an estimated $1.43M and leaving 1,053 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Vontobel Holding first reported a position in HEI in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.78M in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Vontobel Holding held 1,053 shares of HEICO Corp worth $289K as of Q1 2026.
  • Vontobel Holding sold 4,438 HEICO Corp shares in Q1 2026, an estimated $1.43M.
  • HEICO Corp made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #1009 holding.
  • Vontobel Holding first reported a position in HEICO Corp in Q4 2020 and has held it in 7 quarters since.
  • Vontobel Holding's HEICO Corp position peaked at $1.78M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.