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NewEdge Wealth’s HEICO Corp HEI Stock Holding History

NewEdge Wealth’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 		$279K Buy
783
+35
+5% +$10.6K ﹤0.01% 1065
2026
Q1 		$205K Sell
748
-364
-33% -$117K ﹤0.01% 1085
2025
Q4 		$360K Buy
1,112
+265
+31% +$83.7K ﹤0.01% 963
2025
Q3 		$270K Buy
847
+10
+1% +$3.18K ﹤0.01% 906
2025
Q2 		$265K Sell
837
-23
-3% -$6.36K ﹤0.01% 865
2025
Q1 		$230K Buy
860
+1
+0.1% +$244 ﹤0.01% 853
2024
Q4 		$204K Sell
859
-69
-7% -$17.9K ﹤0.01% 881
2024
Q3 		$243K Buy
+928
New +$224K ﹤0.01% 783

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

NewEdge Wealth's HEI Position: Q2 2026 in Review

NewEdge Wealth increased its HEICO Corp (HEI) stake by 4.7% in Q2 2026, buying an estimated $10.6K and bringing the position to 783 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

NewEdge Wealth first reported a position in HEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $360K in Q4 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • NewEdge Wealth held 783 shares of HEICO Corp worth $279K as of Q2 2026.
  • NewEdge Wealth bought 35 HEICO Corp shares in Q2 2026, an estimated $10.6K.
  • HEICO Corp made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1065 holding.
  • NewEdge Wealth first reported a position in HEICO Corp in Q3 2024 and has held it in 8 quarters since.
  • NewEdge Wealth's HEICO Corp position peaked at $360K in Q4 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.