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Portside Wealth Group’s HEICO Corp HEI Stock Holding History

Portside Wealth Group’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 		$412K Buy
1,156
+23
+2% +$7K 0.05% 340
2026
Q1 		$311K Buy
1,133
+81
+8% +$26.1K 0.04% 359
2025
Q4 		$340K Sell
1,052
-80
-7% -$25.3K 0.05% 333
2025
Q3 		$365K Buy
1,132
+75
+7% +$23.9K 0.05% 327
2025
Q2 		$347K Buy
+1,057
New +$292K 0.05% 315

Other funds holding HEI

RP
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
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
Swedbank
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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Portside Wealth Group's HEI Position: Q2 2026 in Review

Portside Wealth Group increased its HEICO Corp (HEI) stake by 2% in Q2 2026, buying an estimated $7K and bringing the position to 1,156 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #340.

Portside Wealth Group first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Portside Wealth Group held 1,156 shares of HEICO Corp worth $412K as of Q2 2026.
  • Portside Wealth Group bought 23 HEICO Corp shares in Q2 2026, an estimated $7K.
  • HEICO Corp made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #340 holding.
  • Portside Wealth Group first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.