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Regal Investment Advisors’s HEICO Corp HEI Stock Holding History

Regal Investment 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 		$1.11M Sell
3,123
-444
-12% -$135K 0.06% 297
2026
Q1 		$978K Buy
3,567
+450
+14% +$145K 0.06% 293
2025
Q4 		$1.01M Sell
3,117
-69
-2% -$21.8K 0.06% 280
2025
Q3 		$1.03M Buy
3,186
+222
+7% +$70.7K 0.07% 257
2025
Q2 		$972K Buy
+2,964
New +$820K 0.07% 240

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

Regal Investment Advisors's HEI Position: Q2 2026 in Review

Regal Investment Advisors reduced its HEICO Corp (HEI) stake by 12% in Q2 2026, selling an estimated $135K and leaving 3,123 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #297.

Regal Investment Advisors first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Regal Investment Advisors held 3,123 shares of HEICO Corp worth $1.11M as of Q2 2026.
  • Regal Investment Advisors sold 444 HEICO Corp shares in Q2 2026, an estimated $135K.
  • HEICO Corp made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #297 holding.
  • Regal Investment Advisors first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.