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Snider Financial Group’s HEICO Corp HEI Stock Holding History

Snider Financial 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 		$5.57M Buy
15,644
+592
+4% +$180K 1.42% 23
2026
Q1 		$4.13M Buy
15,052
+336
+2% +$108K 1.25% 26
2025
Q4 		$4.76M Buy
14,716
+1,245
+9% +$393K 1.27% 23
2025
Q3 		$4.35M Buy
13,471
+2,044
+18% +$651K 1.19% 27
2025
Q2 		$3.75M Sell
11,427
-891
-7% -$247K 1.08% 30
2025
Q1 		$3.29M Buy
12,318
+880
+8% +$214K 1.07% 30
2024
Q4 		$2.72M Buy
11,438
+71
+0.6% +$18.4K 0.84% 35
2024
Q3 		$2.97M Sell
11,367
-27
-0.2% -$6.53K 1.09% 33
2024
Q2 		$2.55M Buy
11,394
+3,297
+41% +$696K 0.98% 36
2024
Q1 		$1.55M Buy
+8,097
New +$1.5M 0.64% 43

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

Snider Financial Group's HEI Position: Q2 2026 in Review

Snider Financial Group increased its HEICO Corp (HEI) stake by 3.9% in Q2 2026, buying an estimated $180K and bringing the position to 15,644 shares worth $5.57M. The position accounts for 1.42% of the portfolio, ranked #23.

Snider Financial Group first reported a position in HEI in Q1 2024 and has held it in 10 quarters since. 774 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Snider Financial Group held 15,644 shares of HEICO Corp worth $5.57M as of Q2 2026.
  • Snider Financial Group bought 592 HEICO Corp shares in Q2 2026, an estimated $180K.
  • HEICO Corp made up 1.42% of Snider Financial Group's portfolio in Q2 2026, its #23 holding.
  • Snider Financial Group first reported a position in HEICO Corp in Q1 2024 and has held it in 10 quarters since.
  • 774 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.