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Bare Financial Services’s HEICO Corp HEI Stock Holding History

Bare Financial Services’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 		$1.78K Buy
5
+2
+67% +$608 ﹤0.01% 1162
2026
Q1 		$823 Hold
3
– – ﹤0.01% 1335
2025
Q4 		$971 Hold
3
– – ﹤0.01% 1154
2025
Q3 		$968 Hold
3
– – ﹤0.01% 1035
2025
Q2 		$984 Hold
3
– – ﹤0.01% 926
2025
Q1 		$802 Buy
+3
New +$731 ﹤0.01% 601

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

Bare Financial Services's HEI Position: Q2 2026 in Review

Bare Financial Services increased its HEICO Corp (HEI) stake by 67% in Q2 2026, buying an estimated $608 and bringing the position to 5 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Bare Financial Services first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Bare Financial Services held 5 shares of HEICO Corp worth $1.78K as of Q2 2026.
  • Bare Financial Services bought 2 HEICO Corp shares in Q2 2026, an estimated $608.
  • HEICO Corp made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1162 holding.
  • Bare Financial Services first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.