WBI Investments’s HEICO Corp HEI Stock Holding History

WBI Investments’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	–	Sell	-1,446	Closed	-$468K	–	342
2025 Q4	$468K	Buy	+1,446	New	+$457K	0.12%	213
2025 Q3	–	Sell	-4,191	Closed	-$1.37M	–	331
2025 Q2	$1.37M	Buy	+4,191	New	+$1.16M	0.36%	81
2024 Q4	–	Sell	-4,919	Closed	-$1.29M	–	240
2024 Q3	$1.29M	Buy	+4,919	New	+$1.19M	0.31%	90

Other funds holding HEI

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBI Investments's HEI Position: Q1 2026 in Review

WBI Investments sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 1,446 shares — an estimated $468K sold.

WBI Investments first reported a position in HEI in Q3 2024 and held it in 3 quarters. The position peaked at $1.37M in Q2 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

WBI Investments reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 1,446 HEICO Corp shares in Q1 2026, an estimated $468K.
WBI Investments first reported a position in HEICO Corp in Q3 2024 and held it in 3 quarters.
WBI Investments's HEICO Corp position peaked at $1.37M in Q2 2025.
737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.