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Focus Partners Advisor Solutions’s HEICO Corp HEI Stock Holding History

Focus Partners Advisor Solutions’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 		$2.02M Buy
5,679
+648
+13% +$197K 0.02% 362
2026
Q1 		$1.38M Buy
5,031
+313
+7% +$101K 0.01% 459
2025
Q4 		$1.53M Buy
+4,718
New +$1.49M 0.02% 378
2025
Q3 		– Sell
-6,449
Closed -$2.12M – 1205
2025
Q2 		$2.12M Sell
6,449
-289
-4% -$80K 0.03% 264
2025
Q1 		$1.8M Sell
6,738
-138
-2% -$33.6K 0.03% 273
2024
Q4 		$1.63M Sell
6,876
-1,717
-20% -$445K 0.03% 251
2024
Q3 		$2.25M Buy
8,593
+14
+0.2% +$3.39K 0.05% 184
2024
Q2 		$1.92M Sell
8,579
-209
-2% -$44.1K 0.05% 174
2024
Q1 		$1.68M Sell
8,788
-613
-7% -$114K 0.05% 176
2023
Q4 		$1.68M Sell
9,401
-122
-1% -$20.7K 0.08% 115
2023
Q3 		$1.54M Buy
9,523
+126
+1% +$21.4K 0.07% 128
2023
Q2 		$1.66M Buy
+9,397
New +$1.58M 0.09% 95
2022
Q4 		– Sell
-9,446
Closed -$1.36M – 383
2022
Q3 		$1.36M Buy
9,446
+32
+0.3% +$4.8K 0.08% 120
2022
Q2 		$1.23M Sell
9,414
-1,008
-10% -$142K 0.1% 98
2022
Q1 		$1.6M Buy
+10,422
New +$1.51M 0.16% 85

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

Focus Partners Advisor Solutions's HEI Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its HEICO Corp (HEI) stake by 13% in Q2 2026, buying an estimated $197K and bringing the position to 5,679 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #362.

Focus Partners Advisor Solutions first reported a position in HEI in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q3 2024. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Focus Partners Advisor Solutions held 5,679 shares of HEICO Corp worth $2.02M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 648 HEICO Corp shares in Q2 2026, an estimated $197K.
  • HEICO Corp made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #362 holding.
  • Focus Partners Advisor Solutions first reported a position in HEICO Corp in Q1 2022 and has held it in 15 quarters since.
  • Focus Partners Advisor Solutions's HEICO Corp position peaked at $2.25M in Q3 2024.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.