AAP
HEI icon

Arax Advisory Partners’s HEICO Corp HEI Stock Holding History

Arax Advisory Partners’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 		$167K Buy
470
+299
+175% +$91K ﹤0.01% 2370
2026
Q1 		$46.9K Sell
171
-144
-46% -$46.4K ﹤0.01% 1717
2025
Q4 		$102K Sell
315
-13,105
-98% -$4.14M ﹤0.01% 1336
2025
Q3 		$3.43M Buy
13,420
+13,150
+4,870% +$4.19M 0.05% 323
2025
Q2 		$90.2K Buy
270
+161
+148% +$44.5K ﹤0.01% 978
2025
Q1 		$29.1K Buy
109
+93
+581% +$22.6K ﹤0.01% 1148
2024
Q4 		$3.8K Buy
16
+11
+220% +$2.85K ﹤0.01% 1833
2024
Q3 		$1.31K Buy
+5
New +$1.21K ﹤0.01% 2177

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

Arax Advisory Partners's HEI Position: Q2 2026 in Review

Arax Advisory Partners increased its HEICO Corp (HEI) stake by 175% in Q2 2026, buying an estimated $91K and bringing the position to 470 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Arax Advisory Partners first reported a position in HEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.43M in Q3 2025. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Arax Advisory Partners held 470 shares of HEICO Corp worth $167K as of Q2 2026.
  • Arax Advisory Partners bought 299 HEICO Corp shares in Q2 2026, an estimated $91K.
  • HEICO Corp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2370 holding.
  • Arax Advisory Partners first reported a position in HEICO Corp in Q3 2024 and has held it in 8 quarters since.
  • Arax Advisory Partners's HEICO Corp position peaked at $3.43M in Q3 2025.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.