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Axxcess Wealth Management’s HEICO Corp HEI Stock Holding History

Axxcess 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 		$3.44M Buy
+9,658
New +$2.94M 0.05% 302
2026
Q1 		– Sell
-8,358
Closed -$2.7M – 654
2025
Q4 		$2.7M Buy
8,358
+2,062
+33% +$652K 0.05% 317
2025
Q3 		$2.03M Buy
+6,296
New +$2M 0.04% 309

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in HEICO Corp (HEI) in Q2 2026: 9,658 shares worth $3.44M. The stake represents 0.05% of the portfolio and ranks #302 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HEI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HEI in Q3 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Axxcess Wealth Management held 9,658 shares of HEICO Corp worth $3.44M as of Q2 2026.
  • HEICO Corp was a new Axxcess Wealth Management position in Q2 2026.
  • HEICO Corp made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Axxcess Wealth Management first reported a position in HEICO Corp in Q3 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.