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Ausdal Financial Partners’s HEICO Corp HEI Stock Holding History

Ausdal Financial 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 		$321K Buy
900
+1
+0.1% +$304 0.01% 802
2026
Q1 		$247K Hold
899
– – 0.01% 860
2025
Q4 		$291K Sell
899
-3
-0.3% -$948 0.01% 742
2025
Q3 		$291K Buy
902
+5
+0.6% +$1.59K 0.01% 742
2025
Q2 		$294K Sell
897
-1
-0.1% -$277 0.02% 562
2025
Q1 		$240K Buy
+898
New +$219K 0.02% 556

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 $3.38T AUM 44.17% 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

Ausdal Financial Partners's HEI Position: Q2 2026 in Review

Ausdal Financial Partners increased its HEICO Corp (HEI) stake by 0.11% in Q2 2026, buying an estimated $304 and bringing the position to 900 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #802.

Ausdal Financial Partners first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Ausdal Financial Partners held 900 shares of HEICO Corp worth $321K as of Q2 2026.
  • Ausdal Financial Partners bought 1 HEICO Corp share in Q2 2026, an estimated $304.
  • HEICO Corp made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #802 holding.
  • Ausdal Financial Partners first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.