Wealthspire Advisors (New York)’s HEICO Corp HEI Stock Holding History

Wealthspire Advisors (New York)’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	$465K	Buy	1,695 +1,030	+155%	+$332K	﹤0.01%	594
2025 Q4	$215K	Buy	665 +531	+396%	+$168K	﹤0.01%	942
2025 Q3	$43.3K	Buy	+134	New	+$42.6K	﹤0.01%	1301
2021 Q3	–	Sell	-1,562	Closed	-$218K	–	586
2021 Q2	$218K	Sell	1,562 -124	-7%	-$17.1K	0.01%	344
2021 Q1	$212K	Hold	1,686	–	–	0.01%	661
2020 Q4	$223K	Buy	+1,686	New	+$206K	0.01%	522

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

Wealthspire Advisors (New York)'s HEI Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its HEICO Corp (HEI) stake by 155% in Q1 2026, buying an estimated $332K and bringing the position to 1,695 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Wealthspire Advisors (New York) first reported a position in HEI in Q4 2020 and has held it in 6 quarters since. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Wealthspire Advisors (New York) held 1,695 shares of HEICO Corp worth $465K as of Q1 2026.
Wealthspire Advisors (New York) bought 1,030 HEICO Corp shares in Q1 2026, an estimated $332K.
HEICO Corp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #594 holding.
Wealthspire Advisors (New York) first reported a position in HEICO Corp in Q4 2020 and has held it in 6 quarters since.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.