Chancellor Financial Group WB’s HEICO Corp HEI Stock Holding History

Chancellor Financial Group WB’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	$1.17M	Hold	3,273	–	–	0.72%	30
2026 Q1	$897K	Buy	3,273 +1	+0%	+$322	0.64%	36
2025 Q4	$1.06M	Hold	3,272	–	–	0.72%	28
2025 Q3	$1.06M	Hold	3,272	–	–	0.75%	29
2025 Q2	$1.07M	Hold	3,272	–	–	0.83%	27
2025 Q1	$874K	Buy	3,272 +1	+0%	+$244	0.72%	32
2024 Q4	$778K	Buy	+3,271	New	+$847K	0.63%	35

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chancellor Financial Group WB's HEI Position: Q2 2026 in Review

Chancellor Financial Group WB held its HEICO Corp (HEI) position steady in Q2 2026 at 3,273 shares worth $1.17M. The position accounts for 0.72% of the portfolio, ranked #30.

Chancellor Financial Group WB first reported a position in HEI in Q4 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Chancellor Financial Group WB held 3,273 shares of HEICO Corp worth $1.17M as of Q2 2026.
Chancellor Financial Group WB left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up 0.72% of Chancellor Financial Group WB's portfolio in Q2 2026, its #30 holding.
Chancellor Financial Group WB first reported a position in HEICO Corp in Q4 2024 and has held it in 7 quarters since.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.