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Beacon Pointe Advisors’s HEICO Corp HEI Stock Holding History

Beacon Pointe Advisors’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 		$1.28M Buy
3,598
+2,334
+185% +$710K 0.01% 933
2026
Q1 		$347K Buy
1,264
+312
+33% +$100K ﹤0.01% 1463
2025
Q4 		$308K Buy
+952
New +$301K ﹤0.01% 1253
2024
Q4 		– Sell
-908
Closed -$237K – 1236
2024
Q3 		$237K Sell
908
-98
-10% -$23.7K ﹤0.01% 1101
2024
Q2 		$225K Buy
+1,006
New +$212K ﹤0.01% 1150

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

Beacon Pointe Advisors's HEI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its HEICO Corp (HEI) stake by 185% in Q2 2026, buying an estimated $710K and bringing the position to 3,598 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #933.

Beacon Pointe Advisors first reported a position in HEI in Q2 2024 and has held it in 5 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Beacon Pointe Advisors held 3,598 shares of HEICO Corp worth $1.28M as of Q2 2026.
  • Beacon Pointe Advisors bought 2,334 HEICO Corp shares in Q2 2026, an estimated $710K.
  • HEICO Corp made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #933 holding.
  • Beacon Pointe Advisors first reported a position in HEICO Corp in Q2 2024 and has held it in 5 quarters since.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.