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Legacy Wealth Asset Management’s HEICO Corp HEI Stock Holding History

Legacy Wealth Asset 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 		$332K Buy
1,096
+37
+3% +$12.6K 0.07% 307
2026
Q2 		$377K Sell
1,059
-41
-4% -$12.5K 0.08% 294
2026
Q1 		$302K Buy
1,100
+12
+1% +$3.86K 0.07% 312
2025
Q4 		$352K Buy
1,088
+1
+0.1% +$316 0.09% 301
2025
Q3 		$351K Sell
1,087
-125
-10% -$39.8K 0.09% 301
2025
Q2 		$398K Buy
+1,212
New +$335K 0.1% 280

Other funds holding HEI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Legacy Wealth Asset Management's HEI Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its HEICO Corp (HEI) stake by 3.5% in Q3 2026, buying an estimated $12.6K and bringing the position to 1,096 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #307.

Legacy Wealth Asset Management first reported a position in HEI in Q2 2025 and has held it in 6 quarters since. The position peaked at $398K in Q2 2025. 65 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Legacy Wealth Asset Management held 1,096 shares of HEICO Corp worth $332K as of Q3 2026.
  • Legacy Wealth Asset Management bought 37 HEICO Corp shares in Q3 2026, an estimated $12.6K.
  • HEICO Corp made up 0.07% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #307 holding.
  • Legacy Wealth Asset Management first reported a position in HEICO Corp in Q2 2025 and has held it in 6 quarters since.
  • Legacy Wealth Asset Management's HEICO Corp position peaked at $398K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.