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Merit Financial Group’s HEICO Corp HEI Stock Holding History

Merit Financial Group’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 		$283K Buy
+793
New +$241K ﹤0.01% 1846
2026
Q1 		– Sell
-634
Closed -$205K – 2157
2025
Q4 		$205K Buy
+634
New +$200K ﹤0.01% 1804
2025
Q3 		– Sell
-621
Closed -$204K – 1826
2025
Q2 		$204K Buy
+621
New +$172K ﹤0.01% 1550

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

Merit Financial Group's HEI Position: Q2 2026 in Review

Merit Financial Group opened a new position in HEICO Corp (HEI) in Q2 2026: 793 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1846 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in HEI as recently as Q4 2025.

Merit Financial Group first reported a position in HEI in Q2 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Merit Financial Group held 793 shares of HEICO Corp worth $283K as of Q2 2026.
  • HEICO Corp was a new Merit Financial Group position in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1846 holding.
  • Merit Financial Group first reported a position in HEICO Corp in Q2 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.