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Sagespring Wealth Partners’s HEICO Corp HEI Stock Holding History

Sagespring Wealth Partners’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 		$222K Buy
+623
New +$190K ﹤0.01% 791
2026
Q1 		– Sell
-799
Closed -$259K – 817
2025
Q4 		$259K Buy
799
+23
+3% +$7.27K ﹤0.01% 674
2025
Q3 		$251K Buy
776
+129
+20% +$41.1K ﹤0.01% 664
2025
Q2 		$212K Buy
+647
New +$179K ﹤0.01% 677

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

Sagespring Wealth Partners's HEI Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in HEICO Corp (HEI) in Q2 2026: 623 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in HEI as recently as Q4 2025.

Sagespring Wealth Partners first reported a position in HEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Sagespring Wealth Partners held 623 shares of HEICO Corp worth $222K as of Q2 2026.
  • HEICO Corp was a new Sagespring Wealth Partners position in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #791 holding.
  • Sagespring Wealth Partners first reported a position in HEICO Corp in Q2 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's HEICO Corp position peaked at $259K in Q4 2025.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.