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Ares Financial Consulting’s HEICO Corp HEI Stock Holding History

Ares Financial Consulting’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 		$2.49K Hold
7
– – ﹤0.01% 852
2026
Q1 		$1.93K Hold
7
– – ﹤0.01% 850
2025
Q4 		$2.27K Buy
+7
New +$2.21K ﹤0.01% 634

Other funds holding HEI

PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Ares Financial Consulting's HEI Position: Q2 2026 in Review

Ares Financial Consulting held its HEICO Corp (HEI) position steady in Q2 2026 at 7 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Ares Financial Consulting first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Ares Financial Consulting held 7 shares of HEICO Corp worth $2.49K as of Q2 2026.
  • Ares Financial Consulting left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #852 holding.
  • Ares Financial Consulting first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.