Lido Advisors
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Lido Advisors’s HEICO Corp HEI Stock Holding History

Lido 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 		$638K Buy
1,790
+635
+55% +$193K ﹤0.01% 1333
2026
Q1 		$317K Sell
1,155
-462
-29% -$149K ﹤0.01% 1535
2025
Q4 		$523K Buy
1,617
+7
+0.4% +$2.21K ﹤0.01% 1278
2025
Q3 		$520K Sell
1,610
-2,074
-56% -$660K ﹤0.01% 1218
2025
Q2 		$1.21M Sell
3,684
-4
-0.1% -$1.11K ﹤0.01% 766
2025
Q1 		$986K Buy
+3,688
New +$898K ﹤0.01% 786
2022
Q3 		– Sell
-3,904
Closed -$511K – 985
2022
Q2 		$511K Buy
+3,904
New +$550K 0.01% 536

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

Lido Advisors's HEI Position: Q2 2026 in Review

Lido Advisors increased its HEICO Corp (HEI) stake by 55% in Q2 2026, buying an estimated $193K and bringing the position to 1,790 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Lido Advisors first reported a position in HEI in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.21M in Q2 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Lido Advisors held 1,790 shares of HEICO Corp worth $638K as of Q2 2026.
  • Lido Advisors bought 635 HEICO Corp shares in Q2 2026, an estimated $193K.
  • HEICO Corp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1333 holding.
  • Lido Advisors first reported a position in HEICO Corp in Q2 2022 and has held it in 7 quarters since.
  • Lido Advisors's HEICO Corp position peaked at $1.21M in Q2 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.