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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
Q2 		$24.6M Sell
69,140
-624
-0.9% -$190K 0.36% 52
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's HEI Position: Q2 2026 in Review

Prospera Financial Services reduced its HEICO Corp (HEI) stake by 0.89% in Q2 2026, selling an estimated $190K and leaving 69,140 shares worth $24.6M. The position accounts for 0.36% of the portfolio, ranked #52.

Prospera Financial Services first reported a position in HEI in Q3 2020 and has held it in 8 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Prospera Financial Services held 69,140 shares of HEICO Corp worth $24.6M as of Q2 2026.
  • Prospera Financial Services sold 624 HEICO Corp shares in Q2 2026, an estimated $190K.
  • HEICO Corp made up 0.36% of Prospera Financial Services's portfolio in Q2 2026, its #52 holding.
  • Prospera Financial Services first reported a position in HEICO Corp in Q3 2020 and has held it in 8 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.