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MONECO Advisors’s HEICO Corp HEI Stock Holding History

MONECO Advisors’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 		$322K Buy
904
+19
+2% +$5.78K 0.02% 458
2026
Q1 		$243K Buy
885
+1
+0.1% +$322 0.02% 457
2025
Q4 		$286K Sell
884
-1
-0.1% -$316 0.02% 409
2025
Q3 		$286K Hold
885
– – 0.02% 407
2025
Q2 		$290K Sell
885
-35
-4% -$9.68K 0.03% 383
2025
Q1 		$246K Buy
920
+2
+0.2% +$487 0.03% 404
2024
Q4 		$218K Buy
918
+13
+1% +$3.37K 0.02% 437
2024
Q3 		$237K Sell
905
-4
-0.4% -$968 0.03% 390
2024
Q2 		$203K Buy
+909
New +$192K 0.03% 406

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

MONECO Advisors's HEI Position: Q2 2026 in Review

MONECO Advisors increased its HEICO Corp (HEI) stake by 2.1% in Q2 2026, buying an estimated $5.78K and bringing the position to 904 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #458.

MONECO Advisors first reported a position in HEI in Q2 2024 and has held it in 9 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • MONECO Advisors held 904 shares of HEICO Corp worth $322K as of Q2 2026.
  • MONECO Advisors bought 19 HEICO Corp shares in Q2 2026, an estimated $5.78K.
  • HEICO Corp made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #458 holding.
  • MONECO Advisors first reported a position in HEICO Corp in Q2 2024 and has held it in 9 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.