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Waverly Advisors’s HEICO Corp HEI Stock Holding History

Waverly 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 		$2.08M Buy
5,848
+1,535
+36% +$467K 0.01% 687
2026
Q1 		$1.18M Buy
4,313
+165
+4% +$53.1K 0.01% 783
2025
Q4 		$1.34M Buy
4,148
+27
+0.7% +$8.53K 0.01% 681
2025
Q3 		$1.33M Buy
4,121
+16
+0.4% +$5.09K 0.01% 582
2025
Q2 		$1.35M Buy
4,105
+52
+1% +$14.4K 0.01% 559
2025
Q1 		$1.08M Buy
+4,053
New +$987K 0.01% 588
2024
Q4 		– Sell
-821
Closed -$215K – 1000
2024
Q3 		$215K Sell
821
-200
-20% -$48.4K ﹤0.01% 764
2024
Q2 		$228K Buy
+1,021
New +$216K ﹤0.01% 734

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

Waverly Advisors's HEI Position: Q2 2026 in Review

Waverly Advisors increased its HEICO Corp (HEI) stake by 36% in Q2 2026, buying an estimated $467K and bringing the position to 5,848 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #687.

Waverly Advisors first reported a position in HEI in Q2 2024 and has held it in 8 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Waverly Advisors held 5,848 shares of HEICO Corp worth $2.08M as of Q2 2026.
  • Waverly Advisors bought 1,535 HEICO Corp shares in Q2 2026, an estimated $467K.
  • HEICO Corp made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #687 holding.
  • Waverly Advisors first reported a position in HEICO Corp in Q2 2024 and has held it in 8 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.