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Clearstead Advisors’s HEICO Corp HEI Stock Holding History

Clearstead 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 		$483K Buy
1,356
+25
+2% +$7.61K ﹤0.01% 777
2026
Q1 		$365K Sell
1,331
-6
-0.4% -$1.93K ﹤0.01% 802
2025
Q4 		$433K Buy
1,337
+63
+5% +$19.9K 0.01% 701
2025
Q3 		$411K Sell
1,274
-400
-24% -$127K 0.01% 687
2025
Q2 		$549K Sell
1,674
-131
-7% -$36.2K 0.01% 590
2025
Q1 		$482K Sell
1,805
-272
-13% -$66.2K 0.01% 588
2024
Q4 		$494K Buy
2,077
+235
+13% +$60.9K 0.01% 579
2024
Q3 		$482K Sell
1,842
-186
-9% -$45K 0.01% 586
2024
Q2 		$453K Buy
+2,028
New +$428K 0.01% 561

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

Clearstead Advisors's HEI Position: Q2 2026 in Review

Clearstead Advisors increased its HEICO Corp (HEI) stake by 1.9% in Q2 2026, buying an estimated $7.61K and bringing the position to 1,356 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Clearstead Advisors first reported a position in HEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $549K in Q2 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Clearstead Advisors held 1,356 shares of HEICO Corp worth $483K as of Q2 2026.
  • Clearstead Advisors bought 25 HEICO Corp shares in Q2 2026, an estimated $7.61K.
  • HEICO Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #777 holding.
  • Clearstead Advisors first reported a position in HEICO Corp in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's HEICO Corp position peaked at $549K in Q2 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.