Key Financial Inc’s HEICO Corp HEI Stock Holding History

Key Financial Inc’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	–	Sell	-40	Closed	-$11K	–	1393
2026 Q1	$11K	Buy	+40	New	+$12.9K	﹤0.01%	867

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

Key Financial Inc's HEI Position: Q2 2026 in Review

Key Financial Inc sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 40 shares — an estimated $11K sold.

Key Financial Inc first reported a position in HEI in Q1 2026 and held it in 1 quarter. The position peaked at $11K in Q1 2026. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Key Financial Inc reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 40 HEICO Corp shares in Q2 2026, an estimated $11K.
Key Financial Inc first reported a position in HEICO Corp in Q1 2026 and held it in 1 quarter.
Key Financial Inc's HEICO Corp position peaked at $11K in Q1 2026.
776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.