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Clear Wave Wealth Management’s HEICO Corp HEI Stock Holding History

Clear Wave 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 		$480K Buy
1,348
+22
+2% +$6.69K 0.09% 96
2026
Q1 		$364K Buy
+1,326
New +$427K 0.08% 101

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

Clear Wave Wealth Management's HEI Position: Q2 2026 in Review

Clear Wave Wealth Management increased its HEICO Corp (HEI) stake by 1.7% in Q2 2026, buying an estimated $6.69K and bringing the position to 1,348 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #96.

Clear Wave Wealth Management first reported a position in HEI in Q1 2026 and has held it in 2 quarters since. 767 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Clear Wave Wealth Management held 1,348 shares of HEICO Corp worth $480K as of Q2 2026.
  • Clear Wave Wealth Management bought 22 HEICO Corp shares in Q2 2026, an estimated $6.69K.
  • HEICO Corp made up 0.09% of Clear Wave Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Clear Wave Wealth Management first reported a position in HEICO Corp in Q1 2026 and has held it in 2 quarters since.
  • 767 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.