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Aaron Wealth Advisors’s HEICO Corp HEI Stock Holding History

Aaron Wealth 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
Q2 		$439K Buy
+1,232
New +$375K 0.02% 459
2026
Q1 		– Sell
-1,816
Closed -$588K – 727
2025
Q4 		$588K Buy
1,816
+620
+52% +$196K 0.03% 388
2025
Q3 		$386K Buy
1,196
+431
+56% +$137K 0.02% 471
2025
Q2 		$251K Buy
+765
New +$212K 0.03% 408

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's HEI Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in HEICO Corp (HEI) in Q2 2026: 1,232 shares worth $439K. The stake represents 0.02% of the portfolio and ranks #459 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in HEI as recently as Q4 2025.

Aaron Wealth Advisors first reported a position in HEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $588K in Q4 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Aaron Wealth Advisors held 1,232 shares of HEICO Corp worth $439K as of Q2 2026.
  • HEICO Corp was a new Aaron Wealth Advisors position in Q2 2026.
  • HEICO Corp made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #459 holding.
  • Aaron Wealth Advisors first reported a position in HEICO Corp in Q2 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's HEICO Corp position peaked at $588K in Q4 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.