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Powell Investment Advisors’s HEICO Corp HEI Stock Holding History

Powell 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 		$540K Hold
1,517
– – 0.17% 76
2026
Q1 		$416K Buy
1,517
+278
+22% +$89.5K 0.14% 94
2025
Q4 		$401K Hold
1,239
– – 0.14% 93
2025
Q3 		$400K Hold
1,239
– – 0.14% 92
2025
Q2 		$406K Hold
1,239
– – 0.15% 85
2025
Q1 		$331K Hold
1,239
– – 0.16% 81
2024
Q4 		$295K Hold
1,239
– – 0.14% 93
2024
Q3 		$324K Hold
1,239
– – 0.15% 84
2024
Q2 		$277K Hold
1,239
– – 0.14% 87
2024
Q1 		$237K Hold
1,239
– – 0.13% 102
2023
Q4 		$222K Hold
1,239
– – 0.12% 107
2023
Q3 		$201K Hold
1,239
– – 0.12% 107
2023
Q2 		$219K Hold
1,239
– – 0.13% 93
2023
Q1 		$212K Buy
+1,239
New +$209K 0.12% 97
2020
Q4 		– Sell
-2,000
Closed -$209K – 114
2020
Q3 		$209K Buy
+2,000
New +$207K 0.18% 85
2020
Q1 		– Sell
-2,000
Closed -$228K – 122
2019
Q4 		$228K Buy
+2,000
New +$246K 0.24% 91

Other funds holding HEI

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Powell Investment Advisors's HEI Position: Q2 2026 in Review

Powell Investment Advisors held its HEICO Corp (HEI) position steady in Q2 2026 at 1,517 shares worth $540K. The position accounts for 0.17% of the portfolio, ranked #76.

Powell Investment Advisors first reported a position in HEI in Q4 2019 and has held it in 16 quarters since. 347 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Powell Investment Advisors held 1,517 shares of HEICO Corp worth $540K as of Q2 2026.
  • Powell Investment Advisors left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.17% of Powell Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Powell Investment Advisors first reported a position in HEICO Corp in Q4 2019 and has held it in 16 quarters since.
  • 347 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.