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Hughes Financial Services’s HEICO Corp HEI Stock Holding History

Hughes Financial Services’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 		$1.78K Buy
+5
New +$1.52K ﹤0.01% 781
2025
Q2 		– Sell
-12
Closed -$3.24K – 1128
2025
Q1 		$3.24K Buy
+12
New +$2.92K ﹤0.01% 472

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

Hughes Financial Services's HEI Position: Q2 2026 in Review

Hughes Financial Services opened a new position in HEICO Corp (HEI) in Q2 2026: 5 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Hughes Financial Services previously reported a position in HEI as recently as Q1 2025.

Hughes Financial Services first reported a position in HEI in Q1 2025 and has held it in 2 quarters since. The position peaked at $3.24K in Q1 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Hughes Financial Services held 5 shares of HEICO Corp worth $1.78K as of Q2 2026.
  • HEICO Corp was a new Hughes Financial Services position in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #781 holding.
  • Hughes Financial Services first reported a position in HEICO Corp in Q1 2025 and has held it in 2 quarters since.
  • Hughes Financial Services's HEICO Corp position peaked at $3.24K in Q1 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.