Wellington Management Group
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Wellington Management Group’s HEICO Corp HEI Stock Holding History

Wellington Management Group’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 		$663K Buy
+2,417
New +$778K ﹤0.01% 1744
2023
Q4 		– Sell
-197,467
Closed -$32M – 1870
2023
Q3 		$32M Sell
197,467
-1,464
-0.7% -$248K 0.01% 829
2023
Q2 		$35.2M Sell
198,931
-8,023
-4% -$1.35M 0.01% 801
2023
Q1 		$35.4M Sell
206,954
-8,253
-4% -$1.39M 0.01% 784
2022
Q4 		$33.1M Sell
215,207
-9,637
-4% -$1.5M 0.01% 798
2022
Q3 		$32.4M Sell
224,844
-2,883
-1% -$432K 0.01% 772
2022
Q2 		$29.9M Sell
227,727
-4,171
-2% -$588K 0.01% 832
2022
Q1 		$35.6M Buy
+231,898
New +$33.7M 0.01% 859
2020
Q1 		– Sell
-4,397
Closed -$501K – 1972
2019
Q4 		$501K Buy
+4,397
New +$541K ﹤0.01% 1855
2019
Q1 		– Sell
-13,265
Closed -$1.03M – 2065
2018
Q4 		$1.03M Buy
+13,265
New +$1.11M ﹤0.01% 1793
2018
Q3 		– Sell
-7,346
Closed -$536K – 2249
2018
Q2 		$536K Sell
7,346
-2
-0% -$145 ﹤0.01% 2025
2018
Q1 		$510K Sell
7,348
-18,564
-72% -$1.21M ﹤0.01% 2020
2017
Q4 		$1.25M Hold
25,912
– – ﹤0.01% 1845
2017
Q3 		$1.19M Buy
25,912
+16,726
+182% +$711K ﹤0.01% 1841
2017
Q2 		$338K Buy
+9,186
New +$338K ﹤0.01% 2091
2016
Q1 		– Sell
-21,680
Closed -$483K – 2161
2015
Q4 		$483K Buy
+21,680
New +$451K ﹤0.01% 1983
2015
Q1 		– Sell
-793,696
Closed -$19.6M – 2196
2014
Q4 		$19.6M Buy
793,696
+201,731
+34% +$4.36M 0.01% 1053
2014
Q3 		$11.3M Buy
591,965
+4,663
+0.8% +$97.2K ﹤0.01% 1206
2014
Q2 		$12.5M Buy
587,302
+12,497
+2% +$281K ﹤0.01% 1191
2014
Q1 		$14.2M Sell
574,805
-158,838
-22% -$3.78M ﹤0.01% 1143
2013
Q4 		$17.4M Sell
733,643
-94,146
-11% -$2.12M 0.01% 1061
2013
Q3 		$18.4M Sell
827,789
-369,226
-31% -$7.24M 0.01% 1033
2013
Q2 		$19.8M Buy
+1,197,015
New +$18.3M 0.01% 976

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

Wellington Management Group's HEI Position: Q1 2026 in Review

Wellington Management Group opened a new position in HEICO Corp (HEI) in Q1 2026: 2,417 shares worth $663K. The stake represents ﹤0.01% of the portfolio and ranks #1744 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in HEI as recently as Q3 2023.

Wellington Management Group first reported a position in HEI in Q2 2013 and has held it in 23 quarters since. The position peaked at $35.6M in Q1 2022. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Wellington Management Group held 2,417 shares of HEICO Corp worth $663K as of Q1 2026.
  • HEICO Corp was a new Wellington Management Group position in Q1 2026.
  • HEICO Corp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1744 holding.
  • Wellington Management Group first reported a position in HEICO Corp in Q2 2013 and has held it in 23 quarters since.
  • Wellington Management Group's HEICO Corp position peaked at $35.6M in Q1 2022.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.