Frank Rimerman Advisors’s HEICO Corp HEI Stock Holding History

Frank Rimerman 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	$309K	Buy	867 +42	+5%	+$12.8K	0.02%	516
2026 Q1	$226K	Hold	825	–	–	0.01%	556
2025 Q4	$267K	Buy	825 +1	+0.1%	+$316	0.02%	536
2025 Q3	$266K	Sell	824 -2	-0.2%	-$637	0.02%	511
2025 Q2	$271K	Sell	826 -3	-0.4%	-$830	0.02%	478
2025 Q1	$222K	Buy	+829	New	+$202K	0.02%	479
2024 Q4	–	Sell	-771	Closed	-$202K	–	536
2024 Q3	$202K	Buy	+771	New	+$187K	0.01%	516

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

Frank Rimerman Advisors's HEI Position: Q2 2026 in Review

Frank Rimerman Advisors increased its HEICO Corp (HEI) stake by 5.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 867 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #516.

Frank Rimerman Advisors first reported a position in HEI in Q3 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Frank Rimerman Advisors held 867 shares of HEICO Corp worth $309K as of Q2 2026.
Frank Rimerman Advisors bought 42 HEICO Corp shares in Q2 2026, an estimated $12.8K.
HEICO Corp made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #516 holding.
Frank Rimerman Advisors first reported a position in HEICO Corp in Q3 2024 and has held it in 7 quarters since.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.