MinichMacGregor Wealth Management
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MinichMacGregor Wealth Management’s HEICO Corp HEI Stock Holding History

MinichMacGregor Wealth Management’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
Q3 		$7.14M Buy
23,553
+683
+3% +$232K 1.15% 36
2026
Q2 		$8.15M Sell
22,870
-13,743
-38% -$4.18M 1.24% 35
2026
Q1 		$10M Buy
36,613
+4,662
+15% +$1.5M 1.77% 25
2025
Q4 		$10.3M Buy
31,951
+5,586
+21% +$1.77M 1.87% 23
2025
Q3 		$8.51M Buy
26,365
+1,174
+5% +$374K 1.66% 28
2025
Q2 		$8.26M Sell
25,191
-13,284
-35% -$3.68M 1.77% 28
2025
Q1 		$10.3M Buy
38,475
+3,711
+11% +$904K 2.3% 14
2024
Q4 		$8.26M Buy
34,764
+1,746
+5% +$452K 1.72% 26
2024
Q3 		$8.63M Sell
33,018
-1,489
-4% -$360K 1.85% 22
2024
Q2 		$7.72M Sell
34,507
-1,001
-3% -$211K 1.88% 28
2024
Q1 		$6.68M Buy
+35,508
New +$6.59M 1.71% 30

Other funds holding HEI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MinichMacGregor Wealth Management's HEI Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its HEICO Corp (HEI) stake by 3% in Q3 2026, buying an estimated $232K and bringing the position to 23,553 shares worth $7.14M. The position accounts for 1.15% of the portfolio, ranked #36.

MinichMacGregor Wealth Management first reported a position in HEI in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.3M in Q4 2025. 284 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • MinichMacGregor Wealth Management held 23,553 shares of HEICO Corp worth $7.14M as of Q3 2026.
  • MinichMacGregor Wealth Management bought 683 HEICO Corp shares in Q3 2026, an estimated $232K.
  • HEICO Corp made up 1.15% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #36 holding.
  • MinichMacGregor Wealth Management first reported a position in HEICO Corp in Q1 2024 and has held it in 11 quarters since.
  • MinichMacGregor Wealth Management's HEICO Corp position peaked at $10.3M in Q4 2025.
  • 284 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.