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Advisornet Financial’s HEICO Corp HEI Stock Holding History

Advisornet Financial’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 		$209K Buy
586
+113
+24% +$34.4K 0.01% 640
2026
Q1 		$130K Hold
473
– – 0.01% 737
2025
Q4 		$153K Buy
473
+5
+1% +$1.58K 0.01% 677
2025
Q3 		$151K Sell
468
-26
-5% -$8.28K 0.01% 671
2025
Q2 		$162K Sell
494
-50
-9% -$13.8K 0.01% 624
2025
Q1 		$145K Buy
544
+92
+20% +$22.4K 0.01% 621
2024
Q4 		$107K Sell
452
-98
-18% -$25.4K 0.01% 667
2024
Q3 		$144K Buy
550
+45
+9% +$10.9K 0.01% 601
2024
Q2 		$113K Hold
505
– – 0.01% 606
2024
Q1 		$96.5K Sell
505
-5
-1% -$928 0.01% 645
2023
Q4 		$91.2K Hold
510
– – 0.01% 668
2023
Q3 		$82.6K Buy
510
+295
+137% +$50.1K 0.01% 663
2023
Q2 		$38K Buy
215
+209
+3,483% +$35.2K ﹤0.01% 892
2023
Q1 		$1.03K Buy
6
+2
+50% +$337 ﹤0.01% 1873
2022
Q4 		$615 Buy
+4
New +$623 ﹤0.01% 1984

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Advisornet Financial's HEI Position: Q2 2026 in Review

Advisornet Financial increased its HEICO Corp (HEI) stake by 24% in Q2 2026, buying an estimated $34.4K and bringing the position to 586 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #640.

Advisornet Financial first reported a position in HEI in Q4 2022 and has held it in 15 quarters since. 140 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Advisornet Financial held 586 shares of HEICO Corp worth $209K as of Q2 2026.
  • Advisornet Financial bought 113 HEICO Corp shares in Q2 2026, an estimated $34.4K.
  • HEICO Corp made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #640 holding.
  • Advisornet Financial first reported a position in HEICO Corp in Q4 2022 and has held it in 15 quarters since.
  • 140 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.