Evolve Private Wealth’s HEICO Corp Class A HEI.A Stock Holding History

Evolve Private Wealth’s Portfolio HEI.A Stock Details HEI.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Buy	+829	New	+$189K	0.01%	921

Other funds holding HEI.A

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evolve Private Wealth's HEI.A Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 829 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #921 among its holdings.

664 funds tracked by Wall St. Rank hold HEI.A as of Q2 2026.

Evolve Private Wealth held 829 shares of HEICO Corp Class A worth $214K as of Q2 2026.
HEICO Corp Class A was a new Evolve Private Wealth position in Q2 2026.
HEICO Corp Class A made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #921 holding.
664 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.