Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s HEICO Corp HEI Stock Holding History

Envestnet Portfolio Solutions’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 		$358K Sell
1,005
-4
-0.4% -$1.22K ﹤0.01% 1110
2026
Q1 		$277K Sell
1,009
-1,162
-54% -$374K ﹤0.01% 1147
2025
Q4 		$703K Sell
2,171
-11
-0.5% -$3.48K ﹤0.01% 911
2025
Q3 		$704K Sell
2,182
-3,061
-58% -$974K ﹤0.01% 886
2025
Q2 		$1.72M Sell
5,243
-345
-6% -$95.4K 0.01% 607
2025
Q1 		$1.49M Sell
5,588
-1,547
-22% -$377K 0.01% 677
2024
Q4 		$1.7M Sell
7,135
-885
-11% -$229K 0.01% 719
2024
Q3 		$2.1M Sell
8,020
-1,014
-11% -$245K 0.01% 646
2024
Q2 		$2.02M Sell
9,034
-1,943
-18% -$410K 0.01% 635
2024
Q1 		$2.1M Sell
10,977
-2,006
-15% -$372K 0.01% 621
2023
Q4 		$2.32M Sell
12,983
-1,845
-12% -$312K 0.01% 551
2023
Q3 		$2.4M Buy
+14,828
New +$2.52M 0.01% 496

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's HEI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its HEICO Corp (HEI) stake by 0.4% in Q2 2026, selling an estimated $1.22K and leaving 1,005 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Envestnet Portfolio Solutions first reported a position in HEI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.4M in Q3 2023. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,005 shares of HEICO Corp worth $358K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 4 HEICO Corp shares in Q2 2026, an estimated $1.22K.
  • HEICO Corp made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1110 holding.
  • Envestnet Portfolio Solutions first reported a position in HEICO Corp in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's HEICO Corp position peaked at $2.4M in Q3 2023.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.