Elevation Wealth Partners
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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
Q3 		$26.7K Buy
88
+82
+1,367% +$27.9K 0.01% 589
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Elevation Wealth Partners's HEI Position: Q3 2026 in Review

Elevation Wealth Partners increased its HEICO Corp (HEI) stake by 1,367% in Q3 2026, buying an estimated $27.9K and bringing the position to 88 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #589.

Elevation Wealth Partners first reported a position in HEI in Q3 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Elevation Wealth Partners held 88 shares of HEICO Corp worth $26.7K as of Q3 2026.
  • Elevation Wealth Partners bought 82 HEICO Corp shares in Q3 2026, an estimated $27.9K.
  • HEICO Corp made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #589 holding.
  • Elevation Wealth Partners first reported a position in HEICO Corp in Q3 2025 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.