JWM
HEI icon

JPL Wealth Management’s HEICO Corp HEI Stock Holding History

JPL 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 		$1.78K Sell
5
-3
-38% -$913 ﹤0.01% 1116
2026
Q1 		$2.19K Buy
+8
New +$2.58K ﹤0.01% 944
2025
Q4 		– Sell
-8
Closed -$2.58K – 549
2025
Q3 		$2.58K Buy
+8
New +$2.55K ﹤0.01% 810

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

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

JPL Wealth Management reduced its HEICO Corp (HEI) stake by 38% in Q2 2026, selling an estimated $913 and leaving 5 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

JPL Wealth Management first reported a position in HEI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.58K in Q3 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • JPL Wealth Management held 5 shares of HEICO Corp worth $1.78K as of Q2 2026.
  • JPL Wealth Management sold 3 HEICO Corp shares in Q2 2026, an estimated $913.
  • HEICO Corp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1116 holding.
  • JPL Wealth Management first reported a position in HEICO Corp in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's HEICO Corp position peaked at $2.58K in Q3 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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