JFS Wealth Advisors’s HEICO Corp HEI Stock Holding History

JFS Wealth 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	$9.26K	Hold	26	–	–	﹤0.01%	1042
2026 Q1	$7.13K	Buy	26 +1	+4%	+$322	﹤0.01%	1072
2025 Q4	$8.09K	Buy	25 +6	+32%	+$1.9K	﹤0.01%	1053
2025 Q3	$6.13K	Hold	19	–	–	﹤0.01%	1044
2025 Q2	$6.23K	Sell	19 -2	-10%	-$553	﹤0.01%	1009
2025 Q1	$5.61K	Buy	21 +2	+11%	+$487	﹤0.01%	1078
2024 Q4	$4.52K	Hold	19	–	–	﹤0.01%	1164
2024 Q3	$4.97K	Buy	19 +1	+6%	+$242	﹤0.01%	1121
2024 Q2	$4.03K	Hold	18	–	–	﹤0.01%	1159
2024 Q1	$3.44K	Hold	18	–	–	﹤0.01%	1243
2023 Q4	$3.22K	Buy	18 +1	+6%	+$169	﹤0.01%	1231
2023 Q3	$2.75K	Hold	17	–	–	﹤0.01%	1234
2023 Q2	$3.01K	Hold	17	–	–	﹤0.01%	1229
2023 Q1	$2.91K	Buy	17 +1	+6%	+$168	﹤0.01%	1217
2022 Q4	$2.46K	Hold	16	–	–	﹤0.01%	1293
2022 Q3	$2K	Hold	16	–	–	﹤0.01%	1330
2022 Q2	$2K	Buy	16 +3	+23%	+$423	﹤0.01%	1327
2022 Q1	$2K	Buy	13 +8	+160%	+$1.16K	﹤0.01%	1420
2021 Q4	$1K	Buy	+5	New	+$705	﹤0.01%	1385

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's HEI Position: Q2 2026 in Review

JFS Wealth Advisors held its HEICO Corp (HEI) position steady in Q2 2026 at 26 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

JFS Wealth Advisors first reported a position in HEI in Q4 2021 and has held it in 19 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

JFS Wealth Advisors held 26 shares of HEICO Corp worth $9.26K as of Q2 2026.
JFS Wealth Advisors left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1042 holding.
JFS Wealth Advisors first reported a position in HEICO Corp in Q4 2021 and has held it in 19 quarters since.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.