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Midwest Financial Partners Investments’s HEICO Corp HEI Stock Holding History

Midwest Financial Partners 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 		$1.24M Hold
3,480
– – 0.51% 30
2026
Q1 		$954K Hold
3,480
– – 0.51% 32
2025
Q4 		$1.13M Buy
+3,480
New +$1.1M 0.63% 30

Other funds holding HEI

BlackRock
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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

Midwest Financial Partners Investments's HEI Position: Q2 2026 in Review

Midwest Financial Partners Investments held its HEICO Corp (HEI) position steady in Q2 2026 at 3,480 shares worth $1.24M. The position accounts for 0.51% of the portfolio, ranked #30.

Midwest Financial Partners Investments first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Midwest Financial Partners Investments held 3,480 shares of HEICO Corp worth $1.24M as of Q2 2026.
  • Midwest Financial Partners Investments left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.51% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #30 holding.
  • Midwest Financial Partners Investments first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.