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RAFFA WEALTH MANAGEMENT, LLC’s HEICO Corp HEI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$7.84K Buy
22
+2
+10% +$608 ﹤0.01% 482
2026
Q1 		$5.48K Buy
20
+1
+5% +$322 ﹤0.01% 512
2025
Q4 		$6.15K Hold
19
– – ﹤0.01% 480
2025
Q3 		$6.13K Hold
19
– – ﹤0.01% 450
2025
Q2 		$6.23K Sell
19
-6
-24% -$1.66K ﹤0.01% 472
2025
Q1 		$6.68K Hold
25
– – ﹤0.01% 385
2024
Q4 		$5.94K Sell
25
-3
-11% -$777 ﹤0.01% 420
2024
Q3 		$7.32K Hold
28
– – ﹤0.01% 360
2024
Q2 		$6.26K Hold
28
– – ﹤0.01% 515
2024
Q1 		$5.35K Hold
28
– – ﹤0.01% 499
2023
Q4 		$5.01K Hold
28
– – ﹤0.01% 393
2023
Q3 		$4.53K Hold
28
– – ﹤0.01% 394
2023
Q2 		$4.95K Hold
28
– – ﹤0.01% 398
2023
Q1 		$4.79K Hold
28
– – ﹤0.01% 419
2022
Q4 		$4.3K Hold
28
– – ﹤0.01% 413
2022
Q3 		$4.03K Hold
28
– – ﹤0.01% 430
2022
Q2 		$3.67K Hold
28
– – ﹤0.01% 461
2022
Q1 		$4.3K Hold
28
– – ﹤0.01% 437
2021
Q4 		$4.04K Hold
28
– – ﹤0.01% 475
2021
Q3 		$3.69K Hold
28
– – ﹤0.01% 456
2021
Q2 		$3.9K Hold
28
– – ﹤0.01% 439
2021
Q1 		$3.52K Hold
28
– – ﹤0.01% 488
2020
Q4 		$3.71K Hold
28
– – ﹤0.01% 416
2020
Q3 		$2.93K Hold
28
– – ﹤0.01% 410
2020
Q2 		$2.79K Hold
28
– – ﹤0.01% 410
2020
Q1 		$2.09K Sell
28
-12
-30% -$1.31K ﹤0.01% 419
2019
Q4 		$4.57K Hold
40
– – ﹤0.01% 280
2019
Q3 		$5K Buy
+40
New +$5.47K ﹤0.01% 274
2019
Q2 		– Sell
-57
Closed -$5.41K – 1008
2019
Q1 		$5.41K Buy
57
+14
+33% +$1.22K ﹤0.01% 221
2018
Q4 		$3.33K Hold
43
– – ﹤0.01% 283
2018
Q3 		$3.98K Hold
43
– – ﹤0.01% 282
2018
Q2 		$3.14K Buy
+43
New +$3.12K ﹤0.01% 301
2014
Q3 		– Sell
-76
Closed -$1.61K – 750
2014
Q2 		$1.61K Hold
76
– – ﹤0.01% 228
2014
Q1 		$1.86K Buy
+76
New +$1.81K ﹤0.01% 217

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $591M AUM 26.48% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HEI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its HEICO Corp (HEI) stake by 10% in Q2 2026, buying an estimated $608 and bringing the position to 22 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HEI in Q1 2014 and has held it in 34 quarters since. 207 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 22 shares of HEICO Corp worth $7.84K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 2 HEICO Corp shares in Q2 2026, an estimated $608.
  • HEICO Corp made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #482 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in HEICO Corp in Q1 2014 and has held it in 34 quarters since.
  • 207 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.