Vanguard Personalized Indexing Management
HEI icon

Vanguard Personalized Indexing Management’s HEICO Corp HEI Stock Holding History

Vanguard Personalized Indexing 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 		$2.85M Buy
8,009
+1,636
+26% +$498K 0.02% 524
2026
Q1 		$1.75M Sell
6,373
-488
-7% -$157K 0.02% 657
2025
Q4 		$2.22M Buy
6,861
+698
+11% +$221K 0.02% 564
2025
Q3 		$1.99M Buy
6,163
+552
+10% +$176K 0.02% 594
2025
Q2 		$1.84M Buy
5,611
+133
+2% +$36.8K 0.02% 595
2025
Q1 		$1.46M Buy
5,478
+747
+16% +$182K 0.02% 611
2024
Q4 		$1.12M Buy
4,731
+245
+5% +$63.5K 0.02% 724
2024
Q3 		$1.17M Buy
4,486
+200
+5% +$48.4K 0.02% 692
2024
Q2 		$921K Buy
4,286
+742
+21% +$157K 0.02% 714
2024
Q1 		$677K Sell
3,544
-31
-0.9% -$5.75K 0.01% 857
2023
Q4 		$639K Sell
3,575
-589
-14% -$99.7K 0.02% 870
2023
Q3 		$674K Buy
4,164
+106
+3% +$18K 0.02% 753
2023
Q2 		$718K Sell
4,058
-480
-11% -$80.9K 0.02% 738
2023
Q1 		$776K Sell
4,538
-70
-2% -$11.8K 0.03% 661
2022
Q4 		$708K Buy
4,608
+501
+12% +$78K 0.03% 660
2022
Q3 		$591K Buy
4,107
+429
+12% +$64.3K 0.03% 718
2022
Q2 		$482K Buy
3,678
+1,200
+48% +$169K 0.02% 837
2022
Q1 		$380K Sell
2,478
-4,498
-64% -$653K 0.02% 929
2021
Q4 		$1.01M Buy
+6,976
New +$983K 0.06% 387
2021
Q3 		– Sell
-1,803
Closed -$251K – 1011
2021
Q2 		$251K Buy
+1,803
New +$249K 0.03% 809

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

Vanguard Personalized Indexing Management's HEI Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its HEICO Corp (HEI) stake by 26% in Q2 2026, buying an estimated $498K and bringing the position to 8,009 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #524.

Vanguard Personalized Indexing Management first reported a position in HEI in Q2 2021 and has held it in 20 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 8,009 shares of HEICO Corp worth $2.85M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,636 HEICO Corp shares in Q2 2026, an estimated $498K.
  • HEICO Corp made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #524 holding.
  • Vanguard Personalized Indexing Management first reported a position in HEICO Corp in Q2 2021 and has held it in 20 quarters since.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.