Safeguard Investment Advisory Group’s HEICO Corp HEI Stock Holding History

Safeguard Investment Advisory Group’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	$2.33M	Buy	+6,541	New	+$1.99M	0.54%	25

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

Safeguard Investment Advisory Group's HEI Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in HEICO Corp (HEI) in Q2 2026: 6,541 shares worth $2.33M. The stake represents 0.54% of the portfolio and ranks #25 among its holdings.

771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Safeguard Investment Advisory Group held 6,541 shares of HEICO Corp worth $2.33M as of Q2 2026.
HEICO Corp was a new Safeguard Investment Advisory Group position in Q2 2026.
HEICO Corp made up 0.54% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #25 holding.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.