Focus Partners Wealth
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Focus Partners Wealth’s HEICO Corp HEI Stock Holding History

Focus Partners 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 		$5.93M Buy
16,641
+137
+0.8% +$41.7K 0.01% 884
2026
Q1 		$4.53M Sell
16,504
-5,096
-24% -$1.64M 0.01% 973
2025
Q4 		$6.99M Buy
21,600
+7,880
+57% +$2.49M 0.01% 825
2025
Q3 		$4.43M Sell
13,720
-1,819
-12% -$579K 0.01% 780
2025
Q2 		$5.1M Buy
15,539
+953
+7% +$264K 0.01% 672
2025
Q1 		$3.9M Sell
14,586
-71
-0.5% -$17.3K 0.01% 698
2024
Q4 		$3.48M Buy
14,657
+3,745
+34% +$970K 0.01% 708
2024
Q3 		$2.85M Sell
10,912
-13,608
-55% -$3.29M 0.01% 694
2024
Q2 		$5.48M Buy
24,520
+12,136
+98% +$2.56M 0.02% 483
2024
Q1 		$2.37M Buy
12,384
+3,723
+43% +$691K 0.02% 451
2023
Q4 		$1.55M Buy
+8,661
New +$1.47M 0.02% 385

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 Wealth's HEI Position: Q2 2026 in Review

Focus Partners Wealth increased its HEICO Corp (HEI) stake by 0.83% in Q2 2026, buying an estimated $41.7K and bringing the position to 16,641 shares worth $5.93M. The position accounts for 0.01% of the portfolio, ranked #884.

Focus Partners Wealth first reported a position in HEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.99M in Q4 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Focus Partners Wealth held 16,641 shares of HEICO Corp worth $5.93M as of Q2 2026.
  • Focus Partners Wealth bought 137 HEICO Corp shares in Q2 2026, an estimated $41.7K.
  • HEICO Corp made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #884 holding.
  • Focus Partners Wealth first reported a position in HEICO Corp in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's HEICO Corp position peaked at $6.99M in Q4 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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