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 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MinichMacGregor Wealth Management's HEI Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its HEICO Corp (HEI) stake by 38% in Q2 2026, selling an estimated $4.18M and leaving 22,870 shares worth $8.15M. The position accounts for 1.24% of the portfolio, ranked #35.

MinichMacGregor Wealth Management first reported a position in HEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2025. 249 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

MinichMacGregor Wealth Management held 22,870 shares of HEICO Corp worth $8.15M as of Q2 2026.
MinichMacGregor Wealth Management sold 13,743 HEICO Corp shares in Q2 2026, an estimated $4.18M.
HEICO Corp made up 1.24% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #35 holding.
MinichMacGregor Wealth Management first reported a position in HEICO Corp in Q1 2024 and has held it in 10 quarters since.
MinichMacGregor Wealth Management's HEICO Corp position peaked at $10.3M in Q4 2025.
249 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.