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Spire Wealth Management’s HEICO Corp HEI Stock Holding History

Spire 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 		$30.3K Sell
85
-60
-41% -$18.3K ﹤0.01% 1314
2026
Q1 		$39.6K Hold
145
– – ﹤0.01% 1235
2025
Q4 		$46.8K Hold
145
– – ﹤0.01% 1203
2025
Q3 		$46.7K Buy
145
+10
+7% +$3.18K ﹤0.01% 1261
2025
Q2 		$44.4K Sell
135
-61
-31% -$16.9K ﹤0.01% 1247
2025
Q1 		$52.4K Sell
196
-426
-68% -$104K ﹤0.01% 1259
2024
Q4 		$148K Buy
622
+319
+105% +$82.6K ﹤0.01% 909
2024
Q3 		$79.2K Sell
303
-10
-3% -$2.42K ﹤0.01% 988
2024
Q2 		$70K Sell
313
-54
-15% -$11.4K ﹤0.01% 1005
2024
Q1 		$70.1K Buy
367
+124
+51% +$23K ﹤0.01% 1106
2023
Q4 		$42.9K Hold
243
– – ﹤0.01% 1256
2023
Q3 		$39.3K Sell
243
-1
-0.4% -$170 ﹤0.01% 1254
2023
Q2 		$43.2K Sell
244
-115
-32% -$19.4K ﹤0.01% 1255
2023
Q1 		$61.4K Hold
359
– – ﹤0.01% 1117
2022
Q4 		$55K Buy
359
+115
+47% +$17.9K ﹤0.01% 952
2022
Q3 		$35K Sell
244
-166
-40% -$24.9K ﹤0.01% 1086
2022
Q2 		$54K Sell
410
-2,400
-85% -$338K ﹤0.01% 1260
2022
Q1 		$431K Sell
2,810
-563
-17% -$81.7K 0.01% 620
2021
Q4 		$486K Buy
3,373
+366
+12% +$51.6K 0.01% 710
2021
Q3 		$397K Sell
3,007
-30
-1% -$3.95K 0.01% 670
2021
Q2 		$423K Sell
3,037
-884
-23% -$122K 0.01% 661
2021
Q1 		$492K Buy
+3,921
New +$504K 0.01% 674

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

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

Spire Wealth Management reduced its HEICO Corp (HEI) stake by 41% in Q2 2026, selling an estimated $18.3K and leaving 85 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Spire Wealth Management first reported a position in HEI in Q1 2021 and has held it in 22 quarters since. The position peaked at $492K in Q1 2021. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Spire Wealth Management held 85 shares of HEICO Corp worth $30.3K as of Q2 2026.
  • Spire Wealth Management sold 60 HEICO Corp shares in Q2 2026, an estimated $18.3K.
  • HEICO Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1314 holding.
  • Spire Wealth Management first reported a position in HEICO Corp in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's HEICO Corp position peaked at $492K in Q1 2021.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.