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Keystone Financial Group (Kentucky)’s HEICO Corp HEI Stock Holding History

Keystone Financial Group (Kentucky)’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 		$356K Hold
1,000
– – 0.02% 394
2026
Q1 		$270K Hold
1,000
– – 0.02% 420
2025
Q4 		$324K Hold
1,000
– – 0.02% 336
2025
Q3 		$322K Buy
+1,000
New +$318K 0.02% 307

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 $3.38T AUM 44.17% 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

Keystone Financial Group (Kentucky)'s HEI Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its HEICO Corp (HEI) position steady in Q2 2026 at 1,000 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #394.

Keystone Financial Group (Kentucky) first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 1,000 shares of HEICO Corp worth $356K as of Q2 2026.
  • Keystone Financial Group (Kentucky) left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #394 holding.
  • Keystone Financial Group (Kentucky) first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.