United Capital Financial Advisors
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United Capital Financial Advisors’s HEICO Corp HEI Stock Holding History

United Capital 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 		$5.61M Sell
15,751
-5,287
-25% -$1.61M 0.03% 360
2026
Q1 		$5.77M Sell
21,038
-13,456
-39% -$4.33M 0.04% 338
2025
Q4 		$11.2M Sell
34,494
-2,074
-6% -$655K 0.07% 224
2025
Q3 		$11.8M Buy
36,568
+1,606
+5% +$511K 0.08% 180
2025
Q2 		$11.5M Sell
34,962
-1,203
-3% -$333K 0.09% 175
2025
Q1 		$9.66M Buy
36,165
+35,122
+3,367% +$8.55M 0.08% 186
2024
Q4 		$248K Buy
1,043
+56
+6% +$14.5K ﹤0.01% 948
2024
Q3 		$258K Sell
987
-867
-47% -$210K ﹤0.01% 926
2024
Q2 		$415K Sell
1,854
-35
-2% -$7.39K ﹤0.01% 755
2024
Q1 		$361K Sell
1,889
-7
-0.4% -$1.3K ﹤0.01% 824
2023
Q4 		$339K Buy
+1,896
New +$321K ﹤0.01% 829

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's HEI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its HEICO Corp (HEI) stake by 25% in Q2 2026, selling an estimated $1.61M and leaving 15,751 shares worth $5.61M. The position accounts for 0.03% of the portfolio, ranked #360.

United Capital Financial Advisors first reported a position in HEI in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q3 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • United Capital Financial Advisors held 15,751 shares of HEICO Corp worth $5.61M as of Q2 2026.
  • United Capital Financial Advisors sold 5,287 HEICO Corp shares in Q2 2026, an estimated $1.61M.
  • HEICO Corp made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #360 holding.
  • United Capital Financial Advisors first reported a position in HEICO Corp in Q4 2023 and has held it in 11 quarters since.
  • United Capital Financial Advisors's HEICO Corp position peaked at $11.8M in Q3 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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