Transamerica Financial Advisors’s HEICO Corp HEI Stock Holding History

Transamerica Financial 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	$9.97K	Buy	28 +7	+33%	+$2.13K	﹤0.01%	993
2026 Q1	$5.76K	Buy	21 +11	+110%	+$3.54K	﹤0.01%	1018
2025 Q4	$3.24K	Buy	+10	New	+$3.16K	﹤0.01%	1039
2019 Q3	–	Sell	-4	Closed	-$1K	–	269
2019 Q2	$1K	Buy	+4	New	+$445	﹤0.01%	454
2019 Q1	–	Sell	-481	Closed	-$38K	–	239
2018 Q4	$38K	Sell	481 -150	-24%	-$12.5K	0.01%	228
2018 Q3	$59K	Sell	631 -35	-5%	-$2.88K	0.01%	221
2018 Q2	$49K	Buy	+666	New	+$48.4K	0.01%	236

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

Transamerica Financial Advisors's HEI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its HEICO Corp (HEI) stake by 33% in Q2 2026, buying an estimated $2.13K and bringing the position to 28 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Transamerica Financial Advisors first reported a position in HEI in Q2 2018 and has held it in 7 quarters since. The position peaked at $59K in Q3 2018. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Transamerica Financial Advisors held 28 shares of HEICO Corp worth $9.97K as of Q2 2026.
Transamerica Financial Advisors bought 7 HEICO Corp shares in Q2 2026, an estimated $2.13K.
HEICO Corp made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #993 holding.
Transamerica Financial Advisors first reported a position in HEICO Corp in Q2 2018 and has held it in 7 quarters since.
Transamerica Financial Advisors's HEICO Corp position peaked at $59K in Q3 2018.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.