Principia Wealth Advisory’s HEICO Corp HEI Stock Holding History

Principia Wealth Advisory’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	$2.14K	Buy	6 +2	+50%	+$608	﹤0.01%	572
2026 Q1	$1.1K	Buy	4 +2	+100%	+$644	﹤0.01%	688
2025 Q4	$647	Sell	2 -1	-33%	-$316	﹤0.01%	776
2025 Q3	$968	Buy	3 +2	+200%	+$637	﹤0.01%	657
2025 Q2	$328	Sell	1 -1	-50%	-$277	﹤0.01%	835
2025 Q1	$507	Buy	2 +1	+100%	+$244	﹤0.01%	565
2024 Q4	$238	Buy	+1	New	+$259	﹤0.01%	709

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's HEI Position: Q2 2026 in Review

Principia Wealth Advisory increased its HEICO Corp (HEI) stake by 50% in Q2 2026, buying an estimated $608 and bringing the position to 6 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Principia Wealth Advisory first reported a position in HEI in Q4 2024 and has held it in 7 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Principia Wealth Advisory held 6 shares of HEICO Corp worth $2.14K as of Q2 2026.
Principia Wealth Advisory bought 2 HEICO Corp shares in Q2 2026, an estimated $608.
HEICO Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #572 holding.
Principia Wealth Advisory first reported a position in HEICO Corp in Q4 2024 and has held it in 7 quarters since.
773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.