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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
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

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

Legacy Wealth Asset Management's HEI Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its HEICO Corp (HEI) stake by 3.7% in Q2 2026, selling an estimated $12.5K and leaving 1,059 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #294.

Legacy Wealth Asset Management first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $398K in Q2 2025. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Legacy Wealth Asset Management held 1,059 shares of HEICO Corp worth $377K as of Q2 2026.
  • Legacy Wealth Asset Management sold 41 HEICO Corp shares in Q2 2026, an estimated $12.5K.
  • HEICO Corp made up 0.08% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #294 holding.
  • Legacy Wealth Asset Management first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • Legacy Wealth Asset Management's HEICO Corp position peaked at $398K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.