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Bell Investment Advisors’s HEICO Corp HEI Stock Holding History

Bell Investment 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 		$20.7K Buy
58
+3
+5% +$913 ﹤0.01% 459
2026
Q1 		$15.1K Sell
55
-26
-32% -$8.37K ﹤0.01% 531
2025
Q4 		$26.2K Buy
81
+26
+47% +$8.22K ﹤0.01% 364
2025
Q3 		$17.8K Hold
55
– – ﹤0.01% 441
2025
Q2 		$18K Sell
55
-4
-7% -$1.11K ﹤0.01% 457
2025
Q1 		$15.8K Buy
59
+4
+7% +$974 ﹤0.01% 457
2024
Q4 		$13.1K Hold
55
– – ﹤0.01% 505
2024
Q3 		$14.4K Hold
55
– – ﹤0.01% 486
2024
Q2 		$12.3K Hold
55
– – ﹤0.01% 535
2024
Q1 		$10.5K Hold
55
– – ﹤0.01% 572
2023
Q4 		$9.84K Buy
55
+9
+20% +$1.52K ﹤0.01% 569
2023
Q3 		$7.45K Sell
46
-10
-18% -$1.7K ﹤0.01% 618
2023
Q2 		$9.91K Sell
56
-3
-5% -$506 ﹤0.01% 516
2023
Q1 		$10.1K Buy
59
+3
+5% +$505 ﹤0.01% 483
2022
Q4 		$8.6K Hold
56
– – ﹤0.01% 544
2022
Q3 		$8K Buy
56
+3
+6% +$450 ﹤0.01% 487
2022
Q2 		$7K Buy
+53
New +$7.47K ﹤0.01% 554
2021
Q4 		$6K Hold
39
– – ﹤0.01% 683
2021
Q3 		$5K Buy
+39
New +$5.14K ﹤0.01% 712

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's HEI Position: Q2 2026 in Review

Bell Investment Advisors increased its HEICO Corp (HEI) stake by 5.5% in Q2 2026, buying an estimated $913 and bringing the position to 58 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Bell Investment Advisors first reported a position in HEI in Q3 2021 and has held it in 19 quarters since. The position peaked at $26.2K in Q4 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Bell Investment Advisors held 58 shares of HEICO Corp worth $20.7K as of Q2 2026.
  • Bell Investment Advisors bought 3 HEICO Corp shares in Q2 2026, an estimated $913.
  • HEICO Corp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #459 holding.
  • Bell Investment Advisors first reported a position in HEICO Corp in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's HEICO Corp position peaked at $26.2K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.