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Angeles Wealth Management’s HEICO Corp HEI Stock Holding History

Angeles Wealth Management’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 		$246K Buy
+690
New +$210K 0.01% 432
2026
Q1 		– Sell
-683
Closed -$221K – 537
2025
Q4 		$221K Hold
683
– – 0.01% 339
2025
Q3 		$220K Buy
683
+3
+0.4% +$955 0.01% 310
2025
Q2 		$223K Buy
+680
New +$188K 0.02% 307

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

Angeles Wealth Management's HEI Position: Q2 2026 in Review

Angeles Wealth Management opened a new position in HEICO Corp (HEI) in Q2 2026: 690 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in HEI as recently as Q4 2025.

Angeles Wealth Management first reported a position in HEI in Q2 2025 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Angeles Wealth Management held 690 shares of HEICO Corp worth $246K as of Q2 2026.
  • HEICO Corp was a new Angeles Wealth Management position in Q2 2026.
  • HEICO Corp made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #432 holding.
  • Angeles Wealth Management first reported a position in HEICO Corp in Q2 2025 and has held it in 4 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.