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Avion Wealth’s HEICO Corp HEI Stock Holding History

Avion 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 		$11K Buy
31
+16
+107% +$4.87K ﹤0.01% 571
2026
Q1 		$4K Sell
15
-5
-25% -$1.61K ﹤0.01% 708
2025
Q4 		$6K Sell
20
-2
-9% -$632 ﹤0.01% 619
2025
Q3 		$7K Hold
22
– – ﹤0.01% 569
2025
Q2 		$7K Buy
22
+12
+120% +$3.32K ﹤0.01% 545
2025
Q1 		$2K Hold
10
– – ﹤0.01% 716
2024
Q4 		$2K Buy
10
+1
+11% +$259 ﹤0.01% 713
2024
Q3 		$2K Buy
9
+4
+80% +$968 ﹤0.01% 680
2024
Q2 		$1K Buy
+5
New +$1.06K ﹤0.01% 738
2023
Q4 		– Sell
-3
Closed – – 1188
2023
Q3 		$0 Buy
+3
New +$509 ﹤0.01% 974

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 $3.37T AUM 44.26% 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

Avion Wealth's HEI Position: Q2 2026 in Review

Avion Wealth increased its HEICO Corp (HEI) stake by 107% in Q2 2026, buying an estimated $4.87K and bringing the position to 31 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Avion Wealth first reported a position in HEI in Q3 2023 and has held it in 10 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Avion Wealth held 31 shares of HEICO Corp worth $11K as of Q2 2026.
  • Avion Wealth bought 16 HEICO Corp shares in Q2 2026, an estimated $4.87K.
  • HEICO Corp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #571 holding.
  • Avion Wealth first reported a position in HEICO Corp in Q3 2023 and has held it in 10 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.