Steward Partners Investment Advisory’s HEICO Corp HEI Stock Holding History

Steward Partners Investment Advisory’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	$342K	Buy	961 +960	+96,000%	+$292K	﹤0.01%	1932
2026 Q1	$274	Hold	1	–	–	﹤0.01%	4300
2025 Q4	$324	Hold	1	–	–	﹤0.01%	4173
2025 Q3	$323	Sell	1 -2	-67%	-$637	﹤0.01%	4153
2025 Q2	$984	Hold	3	–	–	﹤0.01%	3865
2025 Q1	$802	Sell	3 -175	-98%	-$42.6K	﹤0.01%	3807
2024 Q4	$42.3K	Buy	178 +17	+11%	+$4.4K	﹤0.01%	2426
2024 Q3	$42.1K	Sell	161 -84	-34%	-$20.3K	﹤0.01%	2320
2024 Q2	$54.8K	Hold	245	–	–	﹤0.01%	2060
2024 Q1	$46.8K	Buy	245 +142	+138%	+$26.4K	﹤0.01%	2151
2023 Q4	$18.4K	Hold	103	–	–	﹤0.01%	2445
2023 Q3	$16.7K	Hold	103	–	–	﹤0.01%	2401
2023 Q2	$18.2K	Hold	103	–	–	﹤0.01%	2335
2023 Q1	$17.6K	Hold	103	–	–	﹤0.01%	2298
2022 Q4	$15.8K	Buy	103 +84	+442%	+$13.1K	﹤0.01%	2354
2022 Q3	$3K	Sell	19 -16	-46%	-$2.4K	﹤0.01%	2938
2022 Q2	$5K	Buy	+35	New	+$4.93K	﹤0.01%	2767
2019 Q4	–	Sell	-17	Closed	-$2K	–	2650
2019 Q3	$2K	Hold	17	–	–	﹤0.01%	2427
2019 Q2	$2K	Buy	+17	New	+$1.89K	﹤0.01%	2430
2018 Q4	–	Sell	-17	Closed	-$2K	–	1344
2018 Q3	$2K	Buy	+17	New	+$1.4K	﹤0.01%	2369

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's HEI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its HEICO Corp (HEI) stake by 96,000% in Q2 2026, buying an estimated $292K and bringing the position to 961 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Steward Partners Investment Advisory first reported a position in HEI in Q3 2018 and has held it in 20 quarters since. 778 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Steward Partners Investment Advisory held 961 shares of HEICO Corp worth $342K as of Q2 2026.
Steward Partners Investment Advisory bought 960 HEICO Corp shares in Q2 2026, an estimated $292K.
HEICO Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1932 holding.
Steward Partners Investment Advisory first reported a position in HEICO Corp in Q3 2018 and has held it in 20 quarters since.
778 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.