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Mount Yale Investment Advisors’s HEICO Corp HEI Stock Holding History

Mount Yale Investment 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 		$433K Buy
1,216
+196
+19% +$59.6K 0.01% 836
2026
Q1 		$280K Buy
+1,020
New +$328K 0.01% 920
2025
Q3 		– Sell
-925
Closed -$303K – 1065
2025
Q2 		$303K Buy
+925
New +$256K 0.02% 450

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's HEI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its HEICO Corp (HEI) stake by 19% in Q2 2026, buying an estimated $59.6K and bringing the position to 1,216 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #836.

Mount Yale Investment Advisors first reported a position in HEI in Q2 2025 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Mount Yale Investment Advisors held 1,216 shares of HEICO Corp worth $433K as of Q2 2026.
  • Mount Yale Investment Advisors bought 196 HEICO Corp shares in Q2 2026, an estimated $59.6K.
  • HEICO Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #836 holding.
  • Mount Yale Investment Advisors first reported a position in HEICO Corp in Q2 2025 and has held it in 3 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.