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Keating Financial Advisory Services’s HEICO Corp HEI Stock Holding History

Keating Financial Advisory Services’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 		$5.7K Buy
16
+9
+129% +$2.74K ﹤0.01% 1485
2026
Q1 		$1.92K Sell
7
-6
-46% -$1.93K ﹤0.01% 1865
2025
Q4 		$4.21K Buy
+13
New +$4.11K ﹤0.01% 1338

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

Keating Financial Advisory Services's HEI Position: Q2 2026 in Review

Keating Financial Advisory Services increased its HEICO Corp (HEI) stake by 129% in Q2 2026, buying an estimated $2.74K and bringing the position to 16 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Keating Financial Advisory Services first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Keating Financial Advisory Services held 16 shares of HEICO Corp worth $5.7K as of Q2 2026.
  • Keating Financial Advisory Services bought 9 HEICO Corp shares in Q2 2026, an estimated $2.74K.
  • HEICO Corp made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1485 holding.
  • Keating Financial Advisory Services first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.