Arkadios Wealth Advisors’s HEICO Corp HEI Stock Holding History

Arkadios Wealth 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	$213K	Buy	+598	New	+$182K	﹤0.01%	1598
2025 Q4	–	Sell	-622	Closed	-$201K	–	1612
2025 Q3	$201K	Buy	+622	New	+$198K	﹤0.01%	1363
2021 Q4	–	Sell	-172	Closed	-$22K	–	1082
2021 Q3	$22K	Buy	172 +1	+0.6%	+$132	﹤0.01%	1173
2021 Q2	$23K	Hold	171	–	–	﹤0.01%	1222
2021 Q1	$21K	Hold	171	–	–	﹤0.01%	952
2020 Q4	$22K	Hold	171	–	–	﹤0.01%	730
2020 Q3	$19.4K	Hold	171	–	–	0.01%	611
2020 Q2	$16.2K	Sell	171 -1	-0.6%	-$92	0.01%	585
2020 Q1	$12.8K	Hold	172	–	–	0.01%	584
2019 Q4	$22K	Buy	+172	New	+$21.2K	0.01%	440

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's HEI Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in HEICO Corp (HEI) in Q2 2026: 598 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in HEI as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in HEI in Q4 2019 and has held it in 10 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Arkadios Wealth Advisors held 598 shares of HEICO Corp worth $213K as of Q2 2026.
HEICO Corp was a new Arkadios Wealth Advisors position in Q2 2026.
HEICO Corp made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1598 holding.
Arkadios Wealth Advisors first reported a position in HEICO Corp in Q4 2019 and has held it in 10 quarters since.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.