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RKL Wealth Management’s HEICO Corp HEI Stock Holding History

RKL 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
Q1 		$529K Hold
1,930
– – 0.05% 125
2025
Q4 		$624K Hold
1,930
– – 0.05% 116
2025
Q3 		$623K Buy
1,930
+1
+0.1% +$318 0.05% 116
2025
Q2 		$633K Hold
1,929
– – 0.06% 117
2025
Q1 		$515K Buy
1,929
+1
+0.1% +$244 0.05% 119
2024
Q4 		$458K Sell
1,928
-30
-2% -$7.77K 0.04% 128
2024
Q3 		$512K Buy
1,958
+31
+2% +$7.5K 0.05% 101
2024
Q2 		$431K Hold
1,927
– – 0.04% 104
2024
Q1 		$368K Buy
1,927
+1
+0.1% +$186 0.04% 113
2023
Q4 		$345K Hold
1,926
– – 0.04% 113
2023
Q3 		$312K Buy
1,926
+1
+0.1% +$170 0.04% 108
2023
Q2 		$341K Sell
1,925
-18
-0.9% -$3.03K 0.04% 111
2023
Q1 		$332K Buy
1,943
+2
+0.1% +$337 0.04% 110
2022
Q4 		$298K Sell
1,941
-1
-0.1% -$156 0.04% 113
2022
Q3 		$280K Buy
1,942
+1
+0.1% +$150 0.04% 115
2022
Q2 		$254K Sell
1,941
-18
-0.9% -$2.54K 0.03% 120
2022
Q1 		$301K Buy
1,959
+2
+0.1% +$290 0.04% 121
2021
Q4 		$282K Hold
1,957
– – 0.03% 108
2021
Q3 		$258K Buy
1,957
+1
+0.1% +$132 0.03% 112
2021
Q2 		$273K Hold
1,956
– – 0.03% 113
2021
Q1 		$246K Buy
1,956
+1
+0.1% +$128 0.03% 117
2020
Q4 		$259K Hold
1,955
– – 0.04% 111
2020
Q3 		$205K Buy
+1,955
New +$202K 0.03% 116
2020
Q1 		– Sell
-1,952
Closed -$223K – 114
2019
Q4 		$223K Hold
1,952
– – 0.04% 114
2019
Q3 		$243K Sell
1,952
-8
-0.4% -$1.09K 0.05% 113
2019
Q2 		$262K Buy
+1,960
New +$218K 0.05% 115
2017
Q4 		– Sell
-4,699
Closed -$201K – 142
2017
Q3 		$201K Buy
+4,699
New +$200K 0.06% 145

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RKL Wealth Management's HEI Position: Q1 2026 in Review

RKL Wealth Management held its HEICO Corp (HEI) position steady in Q1 2026 at 1,930 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #125.

RKL Wealth Management first reported a position in HEI in Q3 2017 and has held it in 27 quarters since. The position peaked at $633K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • RKL Wealth Management held 1,930 shares of HEICO Corp worth $529K as of Q1 2026.
  • RKL Wealth Management left its HEICO Corp share count unchanged in Q1 2026.
  • HEICO Corp made up 0.05% of RKL Wealth Management's portfolio in Q1 2026, its #125 holding.
  • RKL Wealth Management first reported a position in HEICO Corp in Q3 2017 and has held it in 27 quarters since.
  • RKL Wealth Management's HEICO Corp position peaked at $633K in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.