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Financial Network Wealth Advisors’s HEICO Corp HEI Stock Holding History

Financial Network 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 		$20.7K Hold
58
– – 0.02% 402
2026
Q1 		$15.9K Hold
58
– – 0.02% 416
2025
Q4 		$18.8K Hold
58
– – 0.02% 395
2025
Q3 		$18.7K Hold
58
– – 0.02% 382
2025
Q2 		$19K Hold
58
– – 0.02% 364
2025
Q1 		$15.5K Hold
58
– – 0.02% 364
2024
Q4 		$13.8K Sell
58
-3
-5% -$777 0.03% 287
2024
Q3 		$15.9K Buy
61
+3
+5% +$726 0.01% 391
2024
Q2 		$13K Buy
+58
New +$12.2K 0.01% 451

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

Financial Network Wealth Advisors's HEI Position: Q2 2026 in Review

Financial Network Wealth Advisors held its HEICO Corp (HEI) position steady in Q2 2026 at 58 shares worth $20.7K. The position accounts for 0.02% of the portfolio, ranked #402.

Financial Network Wealth Advisors first reported a position in HEI in Q2 2024 and has held it in 9 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Financial Network Wealth Advisors held 58 shares of HEICO Corp worth $20.7K as of Q2 2026.
  • Financial Network Wealth Advisors left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.02% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #402 holding.
  • Financial Network Wealth Advisors first reported a position in HEICO Corp in Q2 2024 and has held it in 9 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.