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San Luis Wealth Advisors’s HEICO Corp HEI Stock Holding History

San Luis Wealth 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 		$640K Hold
1,798
– – 0.1% 123
2026
Q1 		$493K Hold
1,798
– – 0.08% 123
2025
Q4 		$582K Hold
1,798
– – 0.1% 119
2025
Q3 		$580K Sell
1,798
-61
-3% -$19.4K 0.1% 112
2025
Q2 		$610K Buy
1,859
+61
+3% +$16.9K 0.13% 93
2025
Q1 		$480K Hold
1,798
– – 0.11% 92
2024
Q4 		$427K Hold
1,798
– – 0.08% 106
2024
Q3 		$470K Sell
1,798
-8
-0.4% -$1.94K 0.1% 98
2024
Q2 		$404K Buy
+1,806
New +$381K 0.1% 80
2023
Q3 		– Sell
-1,843
Closed -$326K – 100
2023
Q2 		$326K Buy
+1,843
New +$311K 0.12% 139

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

San Luis Wealth Advisors's HEI Position: Q2 2026 in Review

San Luis Wealth Advisors held its HEICO Corp (HEI) position steady in Q2 2026 at 1,798 shares worth $640K. The position accounts for 0.1% of the portfolio, ranked #123.

San Luis Wealth Advisors first reported a position in HEI in Q2 2023 and has held it in 10 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • San Luis Wealth Advisors held 1,798 shares of HEICO Corp worth $640K as of Q2 2026.
  • San Luis Wealth Advisors left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.1% of San Luis Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • San Luis Wealth Advisors first reported a position in HEICO Corp in Q2 2023 and has held it in 10 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.