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Quadcap Wealth Management’s HEICO Corp HEI Stock Holding History

Quadcap Wealth Management’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 		$310K Buy
869
+43
+5% +$13.1K 0.03% 330
2026
Q1 		$226K Hold
826
– – 0.03% 359
2025
Q4 		$267K Hold
826
– – 0.03% 333
2025
Q3 		$267K Hold
826
– – 0.03% 339
2025
Q2 		$271K Buy
826
+20
+2% +$5.53K 0.03% 338
2025
Q1 		$215K Buy
+806
New +$196K 0.03% 352
2024
Q4 		– Sell
-806
Closed -$211K – 395
2024
Q3 		$211K Sell
806
-133
-14% -$32.2K 0.03% 356
2024
Q2 		$210K Buy
+939
New +$198K 0.04% 358

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

Quadcap Wealth Management's HEI Position: Q2 2026 in Review

Quadcap Wealth Management increased its HEICO Corp (HEI) stake by 5.2% in Q2 2026, buying an estimated $13.1K and bringing the position to 869 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #330.

Quadcap Wealth Management first reported a position in HEI in Q2 2024 and has held it in 8 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Quadcap Wealth Management held 869 shares of HEICO Corp worth $310K as of Q2 2026.
  • Quadcap Wealth Management bought 43 HEICO Corp shares in Q2 2026, an estimated $13.1K.
  • HEICO Corp made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Quadcap Wealth Management first reported a position in HEICO Corp in Q2 2024 and has held it in 8 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.