SWM
HEI icon

SHP Wealth Management’s HEICO Corp HEI Stock Holding History

SHP 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 		$14.7K Buy
41
+8
+24% +$2.43K ﹤0.01% 860
2026
Q1 		$9.14K Hold
33
– – ﹤0.01% 927
2025
Q4 		$10.8K Buy
+33
New +$10.4K ﹤0.01% 812

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its HEICO Corp (HEI) stake by 24% in Q2 2026, buying an estimated $2.43K and bringing the position to 41 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

SHP Wealth Management first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • SHP Wealth Management held 41 shares of HEICO Corp worth $14.7K as of Q2 2026.
  • SHP Wealth Management bought 8 HEICO Corp shares in Q2 2026, an estimated $2.43K.
  • HEICO Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #860 holding.
  • SHP Wealth Management first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.