IFP Advisors’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $254K | Buy |
712
+185
| +35% | +$56.3K | ﹤0.01% | 1376 |
|
|
2026
Q1 | $145K | Buy |
527
+484
| +1,126% | +$156K | ﹤0.01% | 1583 |
|
|
2025
Q4 | $13.9K | Buy |
43
+35
| +438% | +$11.1K | ﹤0.01% | 2902 |
|
|
2025
Q3 | $2.58K | Hold |
8
| – | – | ﹤0.01% | 3589 |
|
|
2025
Q2 | $2.62K | Sell |
8
-704
| -99% | -$195K | ﹤0.01% | 3766 |
|
|
2025
Q1 | $190K | Sell |
712
-136
| -16% | -$33.1K | 0.01% | 1201 |
|
|
2024
Q4 | $202K | Buy |
848
+32
| +4% | +$8.29K | 0.01% | 1126 |
|
|
2024
Q3 | $213K | Buy |
816
+235
| +40% | +$56.8K | 0.01% | 1056 |
|
|
2024
Q2 | $130K | Buy |
581
+237
| +69% | +$50K | 0.01% | 1248 |
|
|
2024
Q1 | $65.7K | Buy |
344
+289
| +525% | +$53.6K | ﹤0.01% | 1476 |
|
|
2023
Q4 | $9.84K | Buy |
55
+1
| +2% | +$169 | ﹤0.01% | 2192 |
|
|
2023
Q3 | $8.74K | Hold |
54
| – | – | ﹤0.01% | 2305 |
|
|
2023
Q2 | $9.55K | Hold |
54
| – | – | ﹤0.01% | 2324 |
|
|
2023
Q1 | $5.02K | Sell |
54
-2,622
| -98% | -$441K | ﹤0.01% | 2563 |
|
|
2022
Q4 | $254K | Sell |
2,676
-251
| -9% | -$39.1K | 0.01% | 1227 |
|
|
2022
Q3 | $274K | Buy |
2,927
+137
| +5% | +$20.5K | 0.01% | 1242 |
|
|
2022
Q2 | $262K | Hold |
2,790
| – | – | 0.01% | 1146 |
|
|
2022
Q1 | $262K | Buy |
2,790
+2,314
| +486% | +$336K | 0.01% | 1146 |
|
|
2021
Q4 | $69K | Sell |
476
-7
| -1% | -$987 | ﹤0.01% | 1434 |
|
|
2021
Q3 | $63K | Buy |
483
+78
| +19% | +$10.3K | ﹤0.01% | 1490 |
|
|
2021
Q2 | $57K | Buy |
405
+63
| +18% | +$8.69K | ﹤0.01% | 1466 |
|
|
2021
Q1 | $44K | Buy |
342
+112
| +49% | +$14.4K | ﹤0.01% | 1520 |
|
|
2020
Q4 | $30K | Buy |
230
+153
| +199% | +$18.7K | ﹤0.01% | 1642 |
|
|
2020
Q3 | $8K | Sell |
77
-16
| -17% | -$1.65K | ﹤0.01% | 1987 |
|
|
2020
Q2 | $10K | Sell |
93
-445
| -83% | -$41.1K | ﹤0.01% | 1818 |
|
|
2020
Q1 | $44K | Buy |
538
+303
| +129% | +$33.1K | ﹤0.01% | 1177 |
|
|
2019
Q4 | $28K | Sell |
235
-33
| -12% | -$4.06K | ﹤0.01% | 1482 |
|
|
2019
Q3 | $34K | Buy |
+268
| New | +$36.6K | ﹤0.01% | 1533 |
|
|
2019
Q1 | – | Sell |
-319
| Closed | -$24K | – | 2791 |
|
|
2018
Q4 | $24K | Sell |
319
-2,937
| -90% | -$245K | ﹤0.01% | 2013 |
|
|
2018
Q3 | $302K | Buy |
3,256
+212
| +7% | +$17.4K | 0.01% | 884 |
|
|
2018
Q2 | $222K | Buy |
3,044
+1,066
| +54% | +$77.4K | 0.01% | 1008 |
|
|
2018
Q1 | $149K | Sell |
1,978
-1,112
| -36% | -$72.7K | 0.01% | 1134 |
|
|
2017
Q4 | $149K | Buy |
3,090
+686
| +29% | +$32K | 0.01% | 1140 |
|
|
2017
Q3 | $111K | Buy |
2,404
+707
| +42% | +$30K | ﹤0.01% | 1487 |
|
|
2017
Q2 | $62K | Buy |
1,697
+149
| +10% | +$5.49K | ﹤0.01% | 1818 |
|
|
2017
Q1 | $55K | Sell |
1,548
-44
| -3% | -$1.47K | ﹤0.01% | 1859 |
|
|
2016
Q4 | $50K | Buy |
1,592
+1,287
| +422% | +$38.7K | ﹤0.01% | 1885 |
|
|
2016
Q3 | $9K | Sell |
305
-125
| -29% | -$3.53K | ﹤0.01% | 2892 |
|
|
2016
Q2 | $12K | Buy |
+430
| New | +$11.1K | ﹤0.01% | 2650 |
|
|
2016
Q1 | – | Sell |
-491
| Closed | -$11K | – | 2811 |
|
|
2015
Q4 | $11K | Buy |
+491
| New | +$10.2K | ﹤0.01% | 2525 |
|
Other funds holding HEI
IFP Advisors's HEI Position: Q2 2026 in Review
IFP Advisors increased its HEICO Corp (HEI) stake by 35% in Q2 2026, buying an estimated $56.3K and bringing the position to 712 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.
IFP Advisors first reported a position in HEI in Q4 2015 and has held it in 40 quarters since. The position peaked at $302K in Q3 2018. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.
- IFP Advisors held 712 shares of HEICO Corp worth $254K as of Q2 2026.
- IFP Advisors bought 185 HEICO Corp shares in Q2 2026, an estimated $56.3K.
- HEICO Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1376 holding.
- IFP Advisors first reported a position in HEICO Corp in Q4 2015 and has held it in 40 quarters since.
- IFP Advisors's HEICO Corp position peaked at $302K in Q3 2018.
- 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.