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Bruce G. Allen Investments’s HEICO Corp HEI Stock Holding History

Bruce G. Allen Investments’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 		$2.14K Hold
6
– – ﹤0.01% 678
2026
Q1 		$1.65K Hold
6
– – ﹤0.01% 722
2025
Q4 		$1.94K Hold
6
– – ﹤0.01% 705
2025
Q3 		$1.94K Sell
6
-2
-25% -$637 ﹤0.01% 708
2025
Q2 		$2.62K Sell
8
-5
-38% -$1.38K ﹤0.01% 665
2025
Q1 		$3.47K Hold
13
– – ﹤0.01% 613
2024
Q4 		$3.09K Hold
13
– – ﹤0.01% 648
2024
Q3 		$3.4K Hold
13
– – ﹤0.01% 634
2024
Q2 		$2.91K Hold
13
– – ﹤0.01% 639
2024
Q1 		$2.48K Hold
13
– – ﹤0.01% 679
2023
Q4 		$2.33K Buy
+13
New +$2.2K ﹤0.01% 718

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

Bruce G. Allen Investments's HEI Position: Q2 2026 in Review

Bruce G. Allen Investments held its HEICO Corp (HEI) position steady in Q2 2026 at 6 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Bruce G. Allen Investments first reported a position in HEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47K in Q1 2025. 778 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Bruce G. Allen Investments held 6 shares of HEICO Corp worth $2.14K as of Q2 2026.
  • Bruce G. Allen Investments left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #678 holding.
  • Bruce G. Allen Investments first reported a position in HEICO Corp in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's HEICO Corp position peaked at $3.47K in Q1 2025.
  • 778 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.