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Essential Partners’s HEICO Corp HEI Stock Holding History

Essential 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 		$712 Hold
2
– – ﹤0.01% 2385
2026
Q1 		$548 Hold
2
– – ﹤0.01% 2404
2025
Q4 		$647 Hold
2
– – ﹤0.01% 2164
2025
Q3 		$646 Hold
2
– – ﹤0.01% 2143
2025
Q2 		$656 Buy
+2
New +$553 ﹤0.01% 1624

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

Essential Partners's HEI Position: Q2 2026 in Review

Essential Partners held its HEICO Corp (HEI) position steady in Q2 2026 at 2 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Essential Partners first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Essential Partners held 2 shares of HEICO Corp worth $712 as of Q2 2026.
  • Essential Partners left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2385 holding.
  • Essential Partners first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.