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Avidian Wealth Enterprises’s HEICO Corp HEI Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-791
Closed -$282K – 774
2026
Q2 		$282K Buy
+791
New +$241K 0.01% 613

Other funds holding HEI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Avidian Wealth Enterprises's HEI Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of HEICO Corp (HEI) in Q3 2026, closing a stake of 791 shares — an estimated $282K sold.

Avidian Wealth Enterprises first reported a position in HEI in Q2 2026 and held it in 1 quarter. The position peaked at $282K in Q2 2026. 32 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining HEICO Corp position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 791 HEICO Corp shares in Q3 2026, an estimated $282K.
  • Avidian Wealth Enterprises first reported a position in HEICO Corp in Q2 2026 and held it in 1 quarter.
  • Avidian Wealth Enterprises's HEICO Corp position peaked at $282K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.