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DiNuzzo Private Wealth’s HEICO Corp HEI Stock Holding History

DiNuzzo Private Wealth’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 		$2.14K Hold
6
– – ﹤0.01% 651
2026
Q1 		$1.65K Hold
6
– – ﹤0.01% 712
2025
Q4 		$1.94K Hold
6
– – ﹤0.01% 651
2025
Q3 		$1.87K Hold
6
– – ﹤0.01% 651
2025
Q2 		$1.97K Hold
6
– – ﹤0.01% 620
2025
Q1 		$1.6K Hold
6
– – ﹤0.01% 667
2024
Q4 		$1.43K Hold
6
– – ﹤0.01% 723
2024
Q3 		$1.57K Hold
6
– – ﹤0.01% 703
2024
Q2 		$1.34K Buy
6
+1
+20% +$211 ﹤0.01% 679
2024
Q1 		$955 Hold
5
– – ﹤0.01% 748
2023
Q4 		$895 Buy
+5
New +$847 ﹤0.01% 746

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

DiNuzzo Private Wealth's HEI Position: Q2 2026 in Review

DiNuzzo Private Wealth held its HEICO Corp (HEI) position steady in Q2 2026 at 6 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

DiNuzzo Private Wealth first reported a position in HEI in Q4 2023 and has held it in 11 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • DiNuzzo Private Wealth held 6 shares of HEICO Corp worth $2.14K as of Q2 2026.
  • DiNuzzo Private Wealth left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #651 holding.
  • DiNuzzo Private Wealth first reported a position in HEICO Corp in Q4 2023 and has held it in 11 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.