WBI Investments’s HEICO Corp HEI Stock Holding History

WBI Investments’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	$865K	Buy	+2,430	New	+$739K	0.21%	124
2026 Q1	–	Sell	-1,446	Closed	-$468K	–	342
2025 Q4	$468K	Buy	+1,446	New	+$457K	0.12%	213
2025 Q3	–	Sell	-4,191	Closed	-$1.37M	–	331
2025 Q2	$1.37M	Buy	+4,191	New	+$1.16M	0.36%	81
2024 Q4	–	Sell	-4,919	Closed	-$1.29M	–	240
2024 Q3	$1.29M	Buy	+4,919	New	+$1.19M	0.31%	90

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBI Investments's HEI Position: Q2 2026 in Review

WBI Investments opened a new position in HEICO Corp (HEI) in Q2 2026: 2,430 shares worth $865K. The stake represents 0.21% of the portfolio and ranks #124 among its holdings. This is a return to the name: WBI Investments previously reported a position in HEI as recently as Q4 2025.

WBI Investments first reported a position in HEI in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.37M in Q2 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

WBI Investments held 2,430 shares of HEICO Corp worth $865K as of Q2 2026.
HEICO Corp was a new WBI Investments position in Q2 2026.
HEICO Corp made up 0.21% of WBI Investments's portfolio in Q2 2026, its #124 holding.
WBI Investments first reported a position in HEICO Corp in Q3 2024 and has held it in 4 quarters since.
WBI Investments's HEICO Corp position peaked at $1.37M in Q2 2025.
777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.