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Twin Peaks Wealth Advisors’s HEICO Corp HEI Stock Holding History

Twin Peaks Wealth 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 		– Sell
-1
Closed -$274 – 1071
2026
Q1 		$274 Buy
+1
New +$322 ﹤0.01% 2120
2025
Q3 		– Sell
-2
Closed -$632 – 1006
2025
Q2 		$632 Buy
+2
New +$553 ﹤0.01% 1864

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

Twin Peaks Wealth Advisors's HEI Position: Q2 2026 in Review

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

Twin Peaks Wealth Advisors first reported a position in HEI in Q2 2025 and held it in 2 quarters. The position peaked at $632 in Q2 2025. 770 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 HEICO Corp share in Q2 2026, an estimated $274.
  • Twin Peaks Wealth Advisors first reported a position in HEICO Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's HEICO Corp position peaked at $632 in Q2 2025.
  • 770 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.