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EverSource Wealth Advisors’s HEICO Corp HEI Stock Holding History

EverSource Wealth Advisors’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 		$252K Sell
708
-112
-14% -$34.1K 0.01% 892
2026
Q1 		$225K Buy
820
+103
+14% +$33.2K 0.01% 989
2025
Q4 		$232K Buy
717
+140
+24% +$44.2K 0.01% 879
2025
Q3 		$186K Sell
577
-13
-2% -$4.14K 0.01% 935
2025
Q2 		$194K Buy
590
+262
+80% +$72.5K 0.01% 878
2025
Q1 		$87.8K Sell
328
-709
-68% -$173K ﹤0.01% 964
2024
Q4 		$247K Buy
1,037
+982
+1,785% +$254K 0.01% 574
2024
Q3 		$14.4K Buy
55
+5
+10% +$1.21K ﹤0.01% 1660
2024
Q2 		$12.1K Buy
50
+3
+6% +$633 ﹤0.01% 1748
2024
Q1 		$9.75K Buy
47
+9
+24% +$1.67K ﹤0.01% 1700
2023
Q4 		$6.8K Buy
38
+20
+111% +$3.39K ﹤0.01% 1733
2023
Q3 		$2.92K Buy
18
+3
+20% +$509 ﹤0.01% 1892
2023
Q2 		$2.65K Sell
15
-200
-93% -$33.7K ﹤0.01% 1952
2023
Q1 		$36.8K Hold
215
– – ﹤0.01% 891
2022
Q4 		$33K Buy
215
+200
+1,333% +$31.1K 0.01% 919
2022
Q3 		$2K Hold
15
– – ﹤0.01% 1671
2022
Q2 		$2K Hold
15
– – ﹤0.01% 1512
2022
Q1 		$2K Hold
15
– – ﹤0.01% 1525
2021
Q4 		$2K Buy
+15
New +$2.11K ﹤0.01% 1550

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

EverSource Wealth Advisors's HEI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its HEICO Corp (HEI) stake by 14% in Q2 2026, selling an estimated $34.1K and leaving 708 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #892.

EverSource Wealth Advisors first reported a position in HEI in Q4 2021 and has held it in 19 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • EverSource Wealth Advisors held 708 shares of HEICO Corp worth $252K as of Q2 2026.
  • EverSource Wealth Advisors sold 112 HEICO Corp shares in Q2 2026, an estimated $34.1K.
  • HEICO Corp made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #892 holding.
  • EverSource Wealth Advisors first reported a position in HEICO Corp in Q4 2021 and has held it in 19 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.