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Aventura Private Wealth’s HEICO Corp HEI Stock Holding History

Aventura Private Wealth’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 		$76.6K Sell
215
-163
-43% -$49.6K 0.02% 291
2026
Q1 		$104K Buy
378
+82
+28% +$26.4K 0.04% 219
2025
Q4 		$95.8K Hold
296
– – 0.03% 219
2025
Q3 		$95.6K Hold
296
– – 0.04% 228
2025
Q2 		$97.1K Hold
296
– – 0.04% 211
2025
Q1 		$79.1K Buy
296
+90
+44% +$21.9K 0.04% 212
2024
Q4 		$49K Buy
+206
New +$53.4K 0.03% 260

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

Aventura Private Wealth's HEI Position: Q2 2026 in Review

Aventura Private Wealth reduced its HEICO Corp (HEI) stake by 43% in Q2 2026, selling an estimated $49.6K and leaving 215 shares worth $76.6K. The position accounts for 0.02% of the portfolio, ranked #291.

Aventura Private Wealth first reported a position in HEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $104K in Q1 2026. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Aventura Private Wealth held 215 shares of HEICO Corp worth $76.6K as of Q2 2026.
  • Aventura Private Wealth sold 163 HEICO Corp shares in Q2 2026, an estimated $49.6K.
  • HEICO Corp made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #291 holding.
  • Aventura Private Wealth first reported a position in HEICO Corp in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's HEICO Corp position peaked at $104K in Q1 2026.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.