QWM
HEI icon

Quaker Wealth Management’s HEICO Corp HEI Stock Holding History

Quaker 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
2025
Q2 		– Sell
-2
Closed -$535 – 1230
2025
Q1 		$535 Buy
+2
New +$487 ﹤0.01% 629

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

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

Quaker Wealth Management held its HEICO Corp (HEI) position steady in Q2 2026 at 3 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Quaker Wealth Management first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Quaker Wealth Management held 3 shares of HEICO Corp worth $1.07K as of Q2 2026.
  • Quaker Wealth Management left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Quaker Wealth Management first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • 228 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.