Balance Wealth
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Balance Wealth’s HEICO Corp HEI Stock Holding History

Balance 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
Q3 		$481 Buy
+2
New +$680 ﹤0.01% 896

Other funds holding HEI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Balance Wealth's HEI Position: Q3 2026 in Review

Balance Wealth opened a new position in HEICO Corp (HEI) in Q3 2026: 2 shares worth $481. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings.

630 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Balance Wealth held 2 shares of HEICO Corp worth $481 as of Q3 2026.
  • HEICO Corp was a new Balance Wealth position in Q3 2026.
  • HEICO Corp made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #896 holding.
  • 630 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.