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Athena Wealth Management’s HEICO Corp HEI Stock Holding History

Athena 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 		$335K Buy
+941
New +$286K 0.25% 74

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

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

Athena Wealth Management opened a new position in HEICO Corp (HEI) in Q2 2026: 941 shares worth $335K. The stake represents 0.25% of the portfolio and ranks #74 among its holdings.

120 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Athena Wealth Management held 941 shares of HEICO Corp worth $335K as of Q2 2026.
  • HEICO Corp was a new Athena Wealth Management position in Q2 2026.
  • HEICO Corp made up 0.25% of Athena Wealth Management's portfolio in Q2 2026, its #74 holding.
  • 120 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.