JPL Wealth Management
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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
Q3 		– Sell
-5
Closed -$1.78K – 1786
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 $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JPL Wealth Management's HEI Position: Q3 2026 in Review

JPL Wealth Management sold out of HEICO Corp (HEI) in Q3 2026, closing a stake of 5 shares — an estimated $1.78K sold.

JPL Wealth Management first reported a position in HEI in Q3 2025 and held it in 3 quarters. The position peaked at $2.58K in Q3 2025. 630 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • JPL Wealth Management reported no remaining HEICO Corp position as of Q3 2026 after selling out during the quarter.
  • JPL Wealth Management sold 5 HEICO Corp shares in Q3 2026, an estimated $1.78K.
  • JPL Wealth Management first reported a position in HEICO Corp in Q3 2025 and held it in 3 quarters.
  • JPL Wealth Management's HEICO Corp position peaked at $2.58K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.