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IHT Wealth Management’s HEICO Corp HEI Stock Holding History

IHT Wealth Management’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 		$1.54M Sell
4,335
-1,579
-27% -$480K 0.03% 477
2026
Q1 		$1.62M Buy
5,914
+49
+0.8% +$15.8K 0.04% 435
2025
Q4 		$1.9M Sell
5,865
-3
-0.1% -$948 0.05% 357
2025
Q3 		$1.89M Buy
5,868
+151
+3% +$48.1K 0.05% 348
2025
Q2 		$1.88M Buy
5,717
+117
+2% +$32.4K 0.05% 325
2025
Q1 		$1.5M Buy
5,600
+363
+7% +$88.4K 0.05% 350
2024
Q4 		$1.25M Sell
5,237
-2,260
-30% -$586K 0.04% 382
2024
Q3 		$1.96M Buy
7,497
+2,534
+51% +$613K 0.06% 324
2024
Q2 		$1.11M Sell
4,963
-467
-9% -$98.6K 0.04% 393
2024
Q1 		$1.04M Sell
5,430
-453
-8% -$84.1K 0.04% 414
2023
Q4 		$1.05M Sell
5,883
-2
-0% -$339 0.05% 373
2023
Q3 		$953K Sell
5,885
-139
-2% -$23.6K 0.05% 358
2023
Q2 		$1.07M Buy
6,024
+161
+3% +$27.1K 0.06% 325
2023
Q1 		$1M Buy
5,863
+16
+0.3% +$2.69K 0.06% 310
2022
Q4 		$898K Sell
5,847
-632
-10% -$98.4K 0.06% 325
2022
Q3 		$933K Buy
6,479
+2,632
+68% +$395K 0.07% 295
2022
Q2 		$504K Sell
3,847
-404
-10% -$56.9K 0.04% 389
2022
Q1 		$653K Buy
4,251
+400
+10% +$58.1K 0.05% 342
2021
Q4 		$555K Sell
3,851
-286
-7% -$40.3K 0.04% 406
2021
Q3 		$546K Sell
4,137
-150
-3% -$19.8K 0.04% 401
2021
Q2 		$598K Buy
4,287
+59
+1% +$8.14K 0.04% 470
2021
Q1 		$532K Buy
4,228
+860
+26% +$111K 0.04% 440
2020
Q4 		$446K Buy
3,368
+199
+6% +$24.3K 0.04% 443
2020
Q3 		$332K Sell
3,169
-243
-7% -$25.1K 0.03% 452
2020
Q2 		$340K Buy
+3,412
New +$315K 0.05% 373
2020
Q1 		– Sell
-2,315
Closed -$264K – 599
2019
Q4 		$264K Buy
2,315
+161
+7% +$19.8K 0.03% 483
2019
Q3 		$269K Buy
2,154
+21
+1% +$2.87K 0.04% 454
2019
Q2 		$285K Sell
2,133
-144
-6% -$16K 0.04% 409
2019
Q1 		$216K Buy
+2,277
New +$199K 0.04% 442

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

IHT Wealth Management's HEI Position: Q2 2026 in Review

IHT Wealth Management reduced its HEICO Corp (HEI) stake by 27% in Q2 2026, selling an estimated $480K and leaving 4,335 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #477.

IHT Wealth Management first reported a position in HEI in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.96M in Q3 2024. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • IHT Wealth Management held 4,335 shares of HEICO Corp worth $1.54M as of Q2 2026.
  • IHT Wealth Management sold 1,579 HEICO Corp shares in Q2 2026, an estimated $480K.
  • HEICO Corp made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #477 holding.
  • IHT Wealth Management first reported a position in HEICO Corp in Q1 2019 and has held it in 29 quarters since.
  • IHT Wealth Management's HEICO Corp position peaked at $1.96M in Q3 2024.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.