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Soltis Investment Advisors’s HEICO Corp HEI Stock Holding History

Soltis Investment 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 		$2.38M Buy
6,681
+19
+0.3% +$5.78K 0.13% 147
2026
Q1 		$1.83M Sell
6,662
-167
-2% -$53.8K 0.12% 153
2025
Q4 		$2.21M Hold
6,829
– – 0.15% 134
2025
Q3 		$2.2M Hold
6,829
– – 0.15% 134
2025
Q2 		$2.24M Sell
6,829
-300
-4% -$83K 0.18% 120
2025
Q1 		$1.9M Buy
7,129
+360
+5% +$87.7K 0.17% 130
2024
Q4 		$1.61M Hold
6,769
– – 0.15% 138
2024
Q3 		$1.77M Sell
6,769
-100
-1% -$24.2K 0.17% 128
2024
Q2 		$1.54M Buy
+6,869
New +$1.45M 0.16% 131

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

Soltis Investment Advisors's HEI Position: Q2 2026 in Review

Soltis Investment Advisors increased its HEICO Corp (HEI) stake by 0.29% in Q2 2026, buying an estimated $5.78K and bringing the position to 6,681 shares worth $2.38M. The position accounts for 0.13% of the portfolio, ranked #147.

Soltis Investment Advisors first reported a position in HEI in Q2 2024 and has held it in 9 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Soltis Investment Advisors held 6,681 shares of HEICO Corp worth $2.38M as of Q2 2026.
  • Soltis Investment Advisors bought 19 HEICO Corp shares in Q2 2026, an estimated $5.78K.
  • HEICO Corp made up 0.13% of Soltis Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • Soltis Investment Advisors first reported a position in HEICO Corp in Q2 2024 and has held it in 9 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.