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Elevation Wealth Partners’s HEICO Corp HEI Stock Holding History

Elevation Wealth Partners’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 Buy
6
+2
+50% +$608 ﹤0.01% 1194
2026
Q1 		$1.1K Sell
4
-20
-83% -$6.44K ﹤0.01% 988
2025
Q4 		$7.77K Buy
24
+13
+118% +$4.11K ﹤0.01% 533
2025
Q3 		$3.55K Buy
+11
New +$3.5K ﹤0.01% 537

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

Elevation Wealth Partners's HEI Position: Q2 2026 in Review

Elevation Wealth Partners increased its HEICO Corp (HEI) stake by 50% in Q2 2026, buying an estimated $608 and bringing the position to 6 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Elevation Wealth Partners first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.77K in Q4 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Elevation Wealth Partners held 6 shares of HEICO Corp worth $2.14K as of Q2 2026.
  • Elevation Wealth Partners bought 2 HEICO Corp shares in Q2 2026, an estimated $608.
  • HEICO Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1194 holding.
  • Elevation Wealth Partners first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's HEICO Corp position peaked at $7.77K in Q4 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.