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Ritholtz Wealth Management’s HEICO Corp HEI Stock Holding History

Ritholtz 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 		$255K Sell
716
-22
-3% -$6.69K ﹤0.01% 1133
2026
Q1 		$202K Buy
+738
New +$238K ﹤0.01% 1133

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

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

Ritholtz Wealth Management reduced its HEICO Corp (HEI) stake by 3% in Q2 2026, selling an estimated $6.69K and leaving 716 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Ritholtz Wealth Management first reported a position in HEI in Q1 2026 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Ritholtz Wealth Management held 716 shares of HEICO Corp worth $255K as of Q2 2026.
  • Ritholtz Wealth Management sold 22 HEICO Corp shares in Q2 2026, an estimated $6.69K.
  • HEICO Corp made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1133 holding.
  • Ritholtz Wealth Management first reported a position in HEICO Corp in Q1 2026 and has held it in 2 quarters since.
  • 772 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.