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

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio HEI.A Stock Details HEI.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.19K	Buy	24 +3	+14%	+$685	﹤0.01%	541
2026 Q1	$4.43K	Buy	21 +1	+5%	+$246	﹤0.01%	559
2025 Q4	$5.05K	Hold	20	–	–	﹤0.01%	517
2025 Q3	$5.08K	Hold	20	–	–	﹤0.01%	478
2025 Q2	$5.17K	Sell	20 -13	-39%	-$2.85K	﹤0.01%	500
2025 Q1	$6.96K	Hold	33	–	–	﹤0.01%	374
2024 Q4	$6.14K	Buy	33 +13	+65%	+$2.62K	﹤0.01%	413
2024 Q3	$4.08K	Sell	20 -501	-96%	-$95K	﹤0.01%	457
2024 Q2	$92.5K	Hold	521	–	–	0.03%	151
2024 Q1	$80.2K	Buy	521 +501	+2,505%	+$74.2K	0.02%	162
2023 Q4	$2.85K	Hold	20	–	–	﹤0.01%	512
2023 Q3	$2.58K	Hold	20	–	–	﹤0.01%	513
2023 Q2	$2.81K	Hold	20	–	–	﹤0.01%	514
2023 Q1	$2.72K	Hold	20	–	–	﹤0.01%	525
2022 Q4	$2.4K	Hold	20	–	–	﹤0.01%	548
2022 Q3	$2.29K	Hold	20	–	–	﹤0.01%	555
2022 Q2	$2.11K	Hold	20	–	–	﹤0.01%	591
2022 Q1	$2.54K	Buy	20 +3	+18%	+$363	﹤0.01%	578
2021 Q4	$2.19K	Hold	17	–	–	﹤0.01%	636
2021 Q3	$2.01K	Hold	17	–	–	﹤0.01%	612
2021 Q2	$2.11K	Hold	17	–	–	﹤0.01%	611
2021 Q1	$1.93K	Hold	17	–	–	﹤0.01%	652
2020 Q4	$1.99K	Sell	17 -29	-63%	-$3.16K	﹤0.01%	556
2020 Q3	$4.08K	Hold	46	–	–	﹤0.01%	361
2020 Q2	$3.74K	Hold	46	–	–	﹤0.01%	364
2020 Q1	$2.94K	Hold	46	–	–	﹤0.01%	351
2019 Q4	$4.12K	Hold	46	–	–	﹤0.01%	294
2019 Q3	$4.48K	Buy	+46	New	+$4.87K	﹤0.01%	282
2019 Q2	–	Sell	-68	Closed	-$5.72K	–	1009
2019 Q1	$5.72K	Buy	68 +25	+58%	+$1.83K	﹤0.01%	218
2018 Q4	$2.71K	Hold	43	–	–	﹤0.01%	309
2018 Q3	$3.25K	Hold	43	–	–	﹤0.01%	312
2018 Q2	$2.62K	Buy	+43	New	+$2.57K	﹤0.01%	326

Other funds holding HEI.A

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC increased its HEICO Corp Class A (HEI.A) stake by 14% in Q2 2026, buying an estimated $685 and bringing the position to 24 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HEI.A in Q2 2018 and has held it in 32 quarters since. The position peaked at $92.5K in Q2 2024. 169 funds tracked by Wall St. Rank hold HEI.A as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 24 shares of HEICO Corp Class A worth $6.19K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 3 HEICO Corp Class A shares in Q2 2026, an estimated $685.
HEICO Corp Class A made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #541 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in HEICO Corp Class A in Q2 2018 and has held it in 32 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's HEICO Corp Class A position peaked at $92.5K in Q2 2024.
169 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

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