PFS
HEI icon

Prospera Financial Services’s HEICO Corp HEI Stock Holding History

Prospera Financial Services’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
Q1 		$19.1M Buy
69,764
+4,436
+7% +$1.43M 0.31% 62
2025
Q4 		$21.1M Buy
65,328
+549
+0.8% +$173K 0.35% 58
2025
Q3 		$20.9M Buy
64,779
+203
+0.3% +$64.6K 0.36% 54
2025
Q2 		$21.2M Buy
+64,576
New +$17.9M 0.39% 46
2022
Q3 		– Sell
-180
Closed -$24K – 1158
2022
Q2 		$24K Sell
180
-22
-11% -$3.1K ﹤0.01% 1173
2022
Q1 		$31K Buy
+202
New +$29.3K ﹤0.01% 1564
2020
Q4 		– Sell
-120
Closed -$13K – 1047
2020
Q3 		$13K Buy
+120
New +$12.4K 0.01% 1031

Other funds holding HEI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return