TopTier Wealth Management’s HEICO Corp HEI Stock Holding History

TopTier 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	–	Sell	-1	Closed	-$274	–	382
2026 Q1	$274	Buy	+1	New	+$322	﹤0.01%	724

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 $3.37T AUM 44.26% 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

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

TopTier Wealth Management sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 1 share — an estimated $274 sold.

TopTier Wealth Management first reported a position in HEI in Q1 2026 and held it in 1 quarter. The position peaked at $274 in Q1 2026. 772 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

TopTier Wealth Management reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 1 HEICO Corp share in Q2 2026, an estimated $274.
TopTier Wealth Management first reported a position in HEICO Corp in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's HEICO Corp position peaked at $274 in Q1 2026.
772 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.