Rational Advisors’s HEICO Corp HEI Stock Holding History

Rational Advisors’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	$1.64M	Buy	4,600 +600	+15%	+$183K	0.15%	74
2026 Q1	$1.1M	Buy	+4,000	New	+$1.29M	0.11%	86
2021 Q2	–	Sell	-1,241	Closed	-$156K	–	157
2021 Q1	$156K	Buy	+1,241	New	+$159K	0.03%	164
2020 Q4	–	Sell	-20	Closed	-$2K	–	377
2020 Q3	$2K	Buy	+20	New	+$2.07K	﹤0.01%	474
2020 Q1	–	Sell	-60	Closed	-$7K	–	314
2019 Q4	$7K	Sell	60 -140	-70%	-$17.2K	﹤0.01%	468
2019 Q3	$25K	Hold	200	–	–	0.01%	436
2019 Q2	$27K	Hold	200	–	–	0.01%	406
2019 Q1	$19K	Hold	200	–	–	0.01%	390
2018 Q4	$15K	Sell	200 -19,500	-99%	-$1.63M	﹤0.01%	368
2018 Q3	$1.82M	Sell	19,700 -1,800	-8%	-$148K	0.44%	59
2018 Q2	$1.57M	Buy	21,500 +15,000	+231%	+$1.09M	0.74%	47
2018 Q1	$451K	Buy	+6,500	New	+$425K	0.21%	150

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

Rational Advisors's HEI Position: Q2 2026 in Review

Rational Advisors increased its HEICO Corp (HEI) stake by 15% in Q2 2026, buying an estimated $183K and bringing the position to 4,600 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #74.

Rational Advisors first reported a position in HEI in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.82M in Q3 2018. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Rational Advisors held 4,600 shares of HEICO Corp worth $1.64M as of Q2 2026.
Rational Advisors bought 600 HEICO Corp shares in Q2 2026, an estimated $183K.
HEICO Corp made up 0.15% of Rational Advisors's portfolio in Q2 2026, its #74 holding.
Rational Advisors first reported a position in HEICO Corp in Q1 2018 and has held it in 12 quarters since.
Rational Advisors's HEICO Corp position peaked at $1.82M in Q3 2018.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.