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Concurrent Investment Advisors’s HEICO Corp HEI Stock Holding History

Concurrent Investment 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 		$523K Buy
1,467
+144
+11% +$43.8K ﹤0.01% 1378
2026
Q1 		$363K Sell
1,323
-160
-11% -$51.5K ﹤0.01% 1385
2025
Q4 		$480K Buy
1,483
+840
+131% +$265K 0.01% 1166
2025
Q3 		$208K Sell
643
-12
-2% -$3.82K ﹤0.01% 1342
2025
Q2 		$215K Buy
+655
New +$181K ﹤0.01% 1234
2024
Q2 		– Sell
-1,477
Closed -$282K – 1031
2024
Q1 		$282K Sell
1,477
-126
-8% -$23.4K 0.01% 691
2023
Q4 		$287K Buy
+1,603
New +$271K 0.01% 669

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

Concurrent Investment Advisors's HEI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its HEICO Corp (HEI) stake by 11% in Q2 2026, buying an estimated $43.8K and bringing the position to 1,467 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Concurrent Investment Advisors first reported a position in HEI in Q4 2023 and has held it in 7 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Concurrent Investment Advisors held 1,467 shares of HEICO Corp worth $523K as of Q2 2026.
  • Concurrent Investment Advisors bought 144 HEICO Corp shares in Q2 2026, an estimated $43.8K.
  • HEICO Corp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1378 holding.
  • Concurrent Investment Advisors first reported a position in HEICO Corp in Q4 2023 and has held it in 7 quarters since.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.