Physician Wealth Advisors’s HEICO Corp HEI Stock Holding History

Physician Wealth 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	$6.06K	Buy	17 +15	+750%	+$4.56K	﹤0.01%	1021
2026 Q1	$549	Sell	2 -29	-94%	-$9.34K	﹤0.01%	1888
2025 Q4	$10K	Buy	31 +29	+1,450%	+$9.16K	﹤0.01%	767
2025 Q3	$646	Buy	+2	New	+$637	﹤0.01%	1751

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

CCM

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Physician Wealth Advisors's HEI Position: Q2 2026 in Review

Physician Wealth Advisors increased its HEICO Corp (HEI) stake by 750% in Q2 2026, buying an estimated $4.56K and bringing the position to 17 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Physician Wealth Advisors first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $10K in Q4 2025. 120 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Physician Wealth Advisors held 17 shares of HEICO Corp worth $6.06K as of Q2 2026.
Physician Wealth Advisors bought 15 HEICO Corp shares in Q2 2026, an estimated $4.56K.
HEICO Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1021 holding.
Physician Wealth Advisors first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's HEICO Corp position peaked at $10K in Q4 2025.
120 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.