KPP Advisory Services’s HEICO Corp HEI Stock Holding History

KPP 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	$276K	Hold	775	–	–	0.03%	312
2026 Q1	$213K	Hold	775	–	–	0.03%	330
2025 Q4	$251K	Sell	775 -100	-11%	-$31.6K	0.04%	291
2025 Q3	$282K	Hold	875	–	–	0.04%	284
2025 Q2	$287K	Hold	875	–	–	0.05%	260
2025 Q1	$234K	Buy	+875	New	+$213K	0.04%	271
2024 Q4	–	Sell	-875	Closed	-$229K	–	266
2024 Q3	$229K	Buy	+875	New	+$212K	0.05%	231
2024 Q1	–	Sell	-1,900	Closed	-$340K	–	242
2023 Q4	$340K	Buy	1,900 +124	+7%	+$21K	0.3%	86
2023 Q3	$288K	Buy	+1,776	New	+$301K	0.1%	159

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

KPP Advisory Services's HEI Position: Q2 2026 in Review

KPP Advisory Services held its HEICO Corp (HEI) position steady in Q2 2026 at 775 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #312.

KPP Advisory Services first reported a position in HEI in Q3 2023 and has held it in 9 quarters since. The position peaked at $340K in Q4 2023. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

KPP Advisory Services held 775 shares of HEICO Corp worth $276K as of Q2 2026.
KPP Advisory Services left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #312 holding.
KPP Advisory Services first reported a position in HEICO Corp in Q3 2023 and has held it in 9 quarters since.
KPP Advisory Services's HEICO Corp position peaked at $340K in Q4 2023.
773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.