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Waverly Advisors’s HEICO Corp HEI Stock Holding History

Waverly 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 		$1.18M Buy
4,313
+165
+4% +$53.1K 0.01% 783
2025
Q4 		$1.34M Buy
4,148
+27
+0.7% +$8.53K 0.01% 681
2025
Q3 		$1.33M Buy
4,121
+16
+0.4% +$5.09K 0.01% 582
2025
Q2 		$1.35M Buy
4,105
+52
+1% +$14.4K 0.01% 559
2025
Q1 		$1.08M Buy
+4,053
New +$987K 0.01% 588
2024
Q4 		– Sell
-821
Closed -$215K – 1000
2024
Q3 		$215K Sell
821
-200
-20% -$48.4K ﹤0.01% 764
2024
Q2 		$228K Buy
+1,021
New +$216K ﹤0.01% 734

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

Waverly Advisors's HEI Position: Q1 2026 in Review

Waverly Advisors increased its HEICO Corp (HEI) stake by 4% in Q1 2026, buying an estimated $53.1K and bringing the position to 4,313 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #783.

Waverly Advisors first reported a position in HEI in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Waverly Advisors held 4,313 shares of HEICO Corp worth $1.18M as of Q1 2026.
  • Waverly Advisors bought 165 HEICO Corp shares in Q1 2026, an estimated $53.1K.
  • HEICO Corp made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #783 holding.
  • Waverly Advisors first reported a position in HEICO Corp in Q2 2024 and has held it in 7 quarters since.
  • Waverly Advisors's HEICO Corp position peaked at $1.35M in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.