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Cassaday & Co Wealth Management’s HEICO Corp HEI Stock Holding History

Cassaday & Co 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 		$35.6K Hold
100
– – ﹤0.01% 680
2026
Q1 		$27.4K Buy
+100
New +$32.2K ﹤0.01% 735

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

Cassaday & Co Wealth Management's HEI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its HEICO Corp (HEI) position steady in Q2 2026 at 100 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Cassaday & Co Wealth Management first reported a position in HEI in Q1 2026 and has held it in 2 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Cassaday & Co Wealth Management held 100 shares of HEICO Corp worth $35.6K as of Q2 2026.
  • Cassaday & Co Wealth Management left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #680 holding.
  • Cassaday & Co Wealth Management first reported a position in HEICO Corp in Q1 2026 and has held it in 2 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.