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Beaird Harris Wealth Management’s HEICO Corp HEI Stock Holding History

Beaird Harris 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 		$8.19K Hold
23
– – ﹤0.01% 409
2026
Q1 		$6.31K Hold
23
– – ﹤0.01% 394
2025
Q4 		$7.44K Hold
23
– – ﹤0.01% 417
2025
Q3 		$7.42K Hold
23
– – ﹤0.01% 401
2025
Q2 		$7.54K Hold
23
– – ﹤0.01% 397
2025
Q1 		$6.15K Hold
23
– – ﹤0.01% 372
2024
Q4 		$5.47K Hold
23
– – ﹤0.01% 374
2024
Q3 		$6.01K Hold
23
– – ﹤0.01% 364
2024
Q2 		$5.14K Buy
+23
New +$4.86K ﹤0.01% 447
2023
Q1 		– Sell
-4
Closed -$615 – 586
2022
Q4 		$615 Buy
+4
New +$623 ﹤0.01% 681

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

Beaird Harris Wealth Management's HEI Position: Q2 2026 in Review

Beaird Harris Wealth Management held its HEICO Corp (HEI) position steady in Q2 2026 at 23 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Beaird Harris Wealth Management first reported a position in HEI in Q4 2022 and has held it in 10 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Beaird Harris Wealth Management held 23 shares of HEICO Corp worth $8.19K as of Q2 2026.
  • Beaird Harris Wealth Management left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Beaird Harris Wealth Management first reported a position in HEICO Corp in Q4 2022 and has held it in 10 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.