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Mosley Wealth Management’s HEICO Corp HEI Stock Holding History

Mosley 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
-446
Closed -$144K – 802
2026
Q1 		$144K Buy
+446
New +$144K 0.07% 162

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mosley Wealth Management sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 446 shares — an estimated $144K sold.

Mosley Wealth Management first reported a position in HEI in Q1 2026 and held it in 1 quarter. The position peaked at $144K in Q1 2026. 374 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Mosley Wealth Management reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 446 HEICO Corp shares in Q2 2026, an estimated $144K.
  • Mosley Wealth Management first reported a position in HEICO Corp in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's HEICO Corp position peaked at $144K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.