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Legacy Wealth Management (Idaho)’s HEICO Corp HEI Stock Holding History

Legacy Wealth Management (Idaho)’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
-15
Closed -$4.11K – 513
2026
Q1 		$4.11K Hold
15
– – ﹤0.01% 655
2025
Q4 		$4.85K Hold
15
– – ﹤0.01% 539
2025
Q3 		$4.84K Hold
15
– – ﹤0.01% 437
2025
Q2 		$4.92K Hold
15
– – ﹤0.01% 402
2025
Q1 		$4.01K Hold
15
– – ﹤0.01% 447
2024
Q4 		$3.52K Buy
+15
New +$3.89K ﹤0.01% 430

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 Management (Idaho)'s HEI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 15 shares — an estimated $4.11K sold.

Legacy Wealth Management (Idaho) first reported a position in HEI in Q4 2024 and held it in 6 quarters. The position peaked at $4.92K in Q2 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 15 HEICO Corp shares in Q2 2026, an estimated $4.11K.
  • Legacy Wealth Management (Idaho) first reported a position in HEICO Corp in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s HEICO Corp position peaked at $4.92K in Q2 2025.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.