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Leonard Rickey Investment Advisors’s HEICO Corp HEI Stock Holding History

Leonard Rickey Investment Advisors’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 		$388K Sell
1,088
-9
-0.8% -$2.74K 0.06% 82
2026
Q1 		$301K Buy
1,097
+50
+5% +$16.1K 0.05% 94
2025
Q4 		$339K Buy
1,047
+40
+4% +$12.6K 0.06% 89
2025
Q3 		$325K Buy
1,007
+7
+0.7% +$2.23K 0.06% 86
2025
Q2 		$328K Buy
1,000
+25
+3% +$6.92K 0.07% 84
2025
Q1 		$248K Buy
975
+31
+3% +$7.55K 0.05% 92
2024
Q4 		$224K Buy
944
+10
+1% +$2.59K 0.05% 98
2024
Q3 		$244K Buy
+934
New +$226K 0.06% 99

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

Leonard Rickey Investment Advisors's HEI Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its HEICO Corp (HEI) stake by 0.82% in Q2 2026, selling an estimated $2.74K and leaving 1,088 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #82.

Leonard Rickey Investment Advisors first reported a position in HEI in Q3 2024 and has held it in 8 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Leonard Rickey Investment Advisors held 1,088 shares of HEICO Corp worth $388K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 9 HEICO Corp shares in Q2 2026, an estimated $2.74K.
  • HEICO Corp made up 0.06% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Leonard Rickey Investment Advisors first reported a position in HEICO Corp in Q3 2024 and has held it in 8 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.