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TD Private Client Wealth’s HEICO Corp HEI Stock Holding History

TD Private Client Wealth’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 		$43.5K Buy
122
+9
+8% +$2.74K ﹤0.01% 920
2026
Q1 		$31K Sell
113
-4
-3% -$1.29K ﹤0.01% 950
2025
Q4 		$37.9K Buy
117
+4
+4% +$1.26K ﹤0.01% 929
2025
Q3 		$36.5K Sell
113
-11
-9% -$3.5K ﹤0.01% 904
2025
Q2 		$40.7K Sell
124
-334
-73% -$92.4K ﹤0.01% 875
2025
Q1 		$122K Buy
458
+125
+38% +$30.4K ﹤0.01% 679
2024
Q4 		$79.2K Sell
333
-15
-4% -$3.89K ﹤0.01% 745
2024
Q3 		$91K Sell
348
-71
-17% -$17.2K ﹤0.01% 727
2024
Q2 		$93.7K Sell
419
-1
-0.2% -$211 ﹤0.01% 699
2024
Q1 		$80.2K Sell
420
-33
-7% -$6.13K ﹤0.01% 726
2023
Q4 		$81K Sell
453
-113
-20% -$19.1K ﹤0.01% 723
2023
Q3 		$91.7K Sell
566
-7
-1% -$1.19K ﹤0.01% 665
2023
Q2 		$101K Buy
573
+69
+14% +$11.6K ﹤0.01% 658
2023
Q1 		$86.2K Buy
504
+65
+15% +$10.9K ﹤0.01% 668
2022
Q4 		$67.4K Sell
439
-51
-10% -$7.94K ﹤0.01% 682
2022
Q3 		$70.5K Hold
490
– – ﹤0.01% 671
2022
Q2 		$64.2K Buy
490
+44
+10% +$6.2K ﹤0.01% 682
2022
Q1 		$68.5K Sell
446
-942
-68% -$137K ﹤0.01% 709
2021
Q4 		$200K Buy
1,388
+150
+12% +$21.1K 0.01% 550
2021
Q3 		$163K Buy
1,238
+207
+20% +$27.3K 0.01% 558
2021
Q2 		$144K Sell
1,031
-204
-17% -$28.1K 0.01% 565
2021
Q1 		$155K Buy
1,235
+46
+4% +$5.91K 0.01% 535
2020
Q4 		$157K Sell
1,189
-133
-10% -$16.2K 0.01% 509
2020
Q3 		$138K Buy
1,322
+1,129
+585% +$117K 0.01% 495
2020
Q2 		$19.2K Buy
193
+11
+6% +$1.01K ﹤0.01% 735
2020
Q1 		$13.6K Buy
182
+25
+16% +$2.73K ﹤0.01% 730
2019
Q4 		$17.9K Buy
+157
New +$19.3K ﹤0.01% 711

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

TD Private Client Wealth's HEI Position: Q2 2026 in Review

TD Private Client Wealth increased its HEICO Corp (HEI) stake by 8% in Q2 2026, buying an estimated $2.74K and bringing the position to 122 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

TD Private Client Wealth first reported a position in HEI in Q4 2019 and has held it in 27 quarters since. The position peaked at $200K in Q4 2021. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • TD Private Client Wealth held 122 shares of HEICO Corp worth $43.5K as of Q2 2026.
  • TD Private Client Wealth bought 9 HEICO Corp shares in Q2 2026, an estimated $2.74K.
  • HEICO Corp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #920 holding.
  • TD Private Client Wealth first reported a position in HEICO Corp in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's HEICO Corp position peaked at $200K in Q4 2021.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.