MorganRosel Wealth Management’s HEICO Corp HEI Stock Holding History

MorganRosel 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	–	Sell	-2,243	Closed	-$615K	–	108
2026 Q1	$615K	Sell	2,243 -1,604	-42%	-$516K	0.24%	69
2025 Q4	$1.24M	Sell	3,847 -559	-13%	-$177K	0.31%	50
2025 Q3	$1.42M	Sell	4,406 -79	-2%	-$25.1K	0.37%	44
2025 Q2	$1.47M	Buy	4,485 +4,458	+16,511%	+$1.23M	0.4%	43
2025 Q1	$7.21K	Buy	+27	New	+$6.58K	﹤0.01%	261
2023 Q3	–	Sell	-4,835	Closed	-$856K	–	101
2023 Q2	$856K	Buy	4,835 +592	+14%	+$99.8K	0.35%	54
2023 Q1	$726K	Sell	4,243 -1,290	-23%	-$217K	0.31%	64
2022 Q4	$850K	Buy	5,533 +137	+3%	+$21.3K	0.39%	53
2022 Q3	$777K	Buy	+5,396	New	+$809K	0.39%	50

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MorganRosel Wealth Management sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 2,243 shares — an estimated $615K sold.

MorganRosel Wealth Management first reported a position in HEI in Q3 2022 and held it in 9 quarters. The position peaked at $1.47M in Q2 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

MorganRosel Wealth Management reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
MorganRosel Wealth Management sold 2,243 HEICO Corp shares in Q2 2026, an estimated $615K.
MorganRosel Wealth Management first reported a position in HEICO Corp in Q3 2022 and held it in 9 quarters.
MorganRosel Wealth Management's HEICO Corp position peaked at $1.47M in Q2 2025.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.