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BOLTON SECURITIES CORPORATION’s HEICO Corp Class A HEI.A Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.28K Buy
+25
New +$6.16K ﹤0.01% 1754
2025
Q3 		$6.35K Buy
+25
New +$6.25K ﹤0.01% 1651
2025
Q1 		$6.96K Buy
+33
New +$6.39K ﹤0.01% 1502

Other funds holding HEI.A

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's HEI.A Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in HEICO Corp Class A (HEI.A) in Q1 2026: 25 shares worth $5.28K. The stake represents ﹤0.01% of the portfolio and ranks #1754 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in HEI.A as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in HEI.A in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.96K in Q1 2025. 627 funds tracked by Wall St. Rank hold HEI.A as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 25 shares of HEICO Corp Class A worth $5.28K as of Q1 2026.
  • HEICO Corp Class A was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • HEICO Corp Class A made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1754 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in HEICO Corp Class A in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's HEICO Corp Class A position peaked at $6.96K in Q1 2025.
  • 627 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.