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HFM Investment Advisors’s HEICO Corp HEI Stock Holding History

HFM Investment 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 		$1.07K Buy
3
+1
+50% +$304 ﹤0.01% 702
2026
Q1 		$548 Sell
2
-6
-75% -$1.93K ﹤0.01% 640
2025
Q4 		$2.59K Buy
8
+6
+300% +$1.9K ﹤0.01% 256
2025
Q3 		$646 Hold
2
– – ﹤0.01% 552
2025
Q2 		$656 Buy
2
+1
+100% +$277 ﹤0.01% 547
2025
Q1 		$268 Buy
+1
New +$244 ﹤0.01% 521

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's HEI Position: Q2 2026 in Review

HFM Investment Advisors increased its HEICO Corp (HEI) stake by 50% in Q2 2026, buying an estimated $304 and bringing the position to 3 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

HFM Investment Advisors first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.59K in Q4 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • HFM Investment Advisors held 3 shares of HEICO Corp worth $1.07K as of Q2 2026.
  • HFM Investment Advisors bought 1 HEICO Corp share in Q2 2026, an estimated $304.
  • HEICO Corp made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #702 holding.
  • HFM Investment Advisors first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's HEICO Corp position peaked at $2.59K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.