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Ancora Advisors’s HEICO Corp HEI Stock Holding History

Ancora 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 		$1.78K Sell
5
-18
-78% -$5.47K ﹤0.01% 1794
2026
Q1 		$6.31K Buy
23
+18
+360% +$5.79K ﹤0.01% 1913
2025
Q4 		$1.62K Buy
+5
New +$1.58K ﹤0.01% 2172
2020
Q4 		– Sell
-966
Closed -$101K – 1493
2020
Q3 		$101K Sell
966
-304
-24% -$31.4K ﹤0.01% 725
2020
Q2 		$127K Sell
1,270
-522
-29% -$48.2K 0.01% 663
2020
Q1 		$134K Sell
1,792
-268
-13% -$29.3K 0.01% 721
2019
Q4 		$235K Buy
2,060
+442
+27% +$54.4K 0.01% 624
2019
Q3 		$202K Buy
+1,618
New +$221K 0.01% 588
2018
Q4 		– Sell
-566
Closed -$53K – 860
2018
Q3 		$53K Buy
+566
New +$46.5K ﹤0.01% 876
2017
Q1 		– Sell
-715
Closed -$23K – 806
2016
Q4 		$23K Buy
+715
New +$21.5K ﹤0.01% 913

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

Ancora Advisors's HEI Position: Q2 2026 in Review

Ancora Advisors reduced its HEICO Corp (HEI) stake by 78% in Q2 2026, selling an estimated $5.47K and leaving 5 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Ancora Advisors first reported a position in HEI in Q4 2016 and has held it in 10 quarters since. The position peaked at $235K in Q4 2019. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Ancora Advisors held 5 shares of HEICO Corp worth $1.78K as of Q2 2026.
  • Ancora Advisors sold 18 HEICO Corp shares in Q2 2026, an estimated $5.47K.
  • HEICO Corp made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1794 holding.
  • Ancora Advisors first reported a position in HEICO Corp in Q4 2016 and has held it in 10 quarters since.
  • Ancora Advisors's HEICO Corp position peaked at $235K in Q4 2019.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.