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IFG Advisors’s HEICO Corp HEI Stock Holding History

IFG 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 		$255K Buy
+717
New +$218K 0.04% 144
2026
Q1 		– Sell
-723
Closed -$234K – 154
2025
Q4 		$234K Sell
723
-51
-7% -$16.1K 0.04% 140
2025
Q3 		$250K Hold
774
– – 0.04% 135
2025
Q2 		$254K Hold
774
– – 0.04% 140
2025
Q1 		$207K Buy
+774
New +$188K 0.04% 146

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

IFG Advisors's HEI Position: Q2 2026 in Review

IFG Advisors opened a new position in HEICO Corp (HEI) in Q2 2026: 717 shares worth $255K. The stake represents 0.04% of the portfolio and ranks #144 among its holdings. This is a return to the name: IFG Advisors previously reported a position in HEI as recently as Q4 2025.

IFG Advisors first reported a position in HEI in Q1 2025 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • IFG Advisors held 717 shares of HEICO Corp worth $255K as of Q2 2026.
  • HEICO Corp was a new IFG Advisors position in Q2 2026.
  • HEICO Corp made up 0.04% of IFG Advisors's portfolio in Q2 2026, its #144 holding.
  • IFG Advisors first reported a position in HEICO Corp in Q1 2025 and has held it in 5 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.