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LRI Investments’s HEICO Corp HEI Stock Holding History

LRI Investments’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 		$11K Buy
31
+2
+7% +$608 ﹤0.01% 934
2026
Q1 		$7.95K Hold
29
– – ﹤0.01% 950
2025
Q4 		$9.38K Hold
29
– – ﹤0.01% 885
2025
Q3 		$9.36K Hold
29
– – ﹤0.01% 890
2025
Q2 		$9.51K Hold
29
– – ﹤0.01% 855
2025
Q1 		$7.75K Hold
29
– – ﹤0.01% 839
2024
Q4 		$6.89K Hold
29
– – ﹤0.01% 855
2024
Q3 		$8.03K Hold
29
– – ﹤0.01% 823
2024
Q2 		$6.49K Hold
29
– – ﹤0.01% 833
2024
Q1 		$5.54K Buy
+29
New +$5.38K ﹤0.01% 606

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

LRI Investments's HEI Position: Q2 2026 in Review

LRI Investments increased its HEICO Corp (HEI) stake by 6.9% in Q2 2026, buying an estimated $608 and bringing the position to 31 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

LRI Investments first reported a position in HEI in Q1 2024 and has held it in 10 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • LRI Investments held 31 shares of HEICO Corp worth $11K as of Q2 2026.
  • LRI Investments bought 2 HEICO Corp shares in Q2 2026, an estimated $608.
  • HEICO Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #934 holding.
  • LRI Investments first reported a position in HEICO Corp in Q1 2024 and has held it in 10 quarters since.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.