Expressive Wealth’s HEICO Corp HEI Stock Holding History

Expressive Wealth’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	–	Sell	-2,497	Closed	-$740K	–	139
2026 Q1	$740K	Buy	2,497 +1,438	+136%	+$463K	0.71%	38
2025 Q4	$343K	Buy	+1,059	New	+$335K	0.37%	94

Other funds holding HEI

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Expressive Wealth's HEI Position: Q2 2026 in Review

Expressive Wealth sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 2,497 shares — an estimated $740K sold.

Expressive Wealth first reported a position in HEI in Q4 2025 and held it in 2 quarters. The position peaked at $740K in Q1 2026. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Expressive Wealth reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
Expressive Wealth sold 2,497 HEICO Corp shares in Q2 2026, an estimated $740K.
Expressive Wealth first reported a position in HEICO Corp in Q4 2025 and held it in 2 quarters.
Expressive Wealth's HEICO Corp position peaked at $740K in Q1 2026.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Expressive Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.