Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s HEICO Corp HEI Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.37M Sell
15,316
-140
-0.9% -$42.6K 0.01% 964
2026
Q1 		$4.2M Sell
15,456
-8,266
-35% -$2.66M 0.01% 972
2025
Q4 		$8.25M Buy
23,722
+1,038
+5% +$328K 0.01% 776
2025
Q3 		$7.19M Buy
22,684
+291
+1% +$92.6K 0.01% 788
2025
Q2 		$7.27M Buy
22,393
+16,077
+255% +$4.45M 0.01% 745
2025
Q1 		$1.69M Buy
6,316
+166
+3% +$40.4K ﹤0.01% 1335
2024
Q4 		$1.46M Buy
6,150
+224
+4% +$58K ﹤0.01% 1340
2024
Q3 		$1.55M Sell
5,926
-75
-1% -$18.1K ﹤0.01% 1178
2024
Q2 		$1.34M Buy
6,001
+195
+3% +$41.2K ﹤0.01% 1154
2024
Q1 		$1.11M Buy
5,806
+268
+5% +$49.7K ﹤0.01% 1191
2023
Q4 		$991K Buy
5,538
+759
+16% +$129K ﹤0.01% 1179
2023
Q3 		$774K Buy
+4,779
New +$811K ﹤0.01% 1207
2019
Q4 		– Sell
-7,652
Closed -$937K – 222
2019
Q3 		$937K Buy
+7,652
New +$1.05M 0.04% 166
2018
Q4 		– Sell
-17,096
Closed -$1.4M – 180
2018
Q3 		$1.4M Buy
+17,096
New +$1.41M 0.08% 89

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

Wealth Enhancement Advisory Services's HEI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its HEICO Corp (HEI) stake by 0.91% in Q2 2026, selling an estimated $42.6K and leaving 15,316 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #964.

Wealth Enhancement Advisory Services first reported a position in HEI in Q3 2018 and has held it in 14 quarters since. The position peaked at $8.25M in Q4 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,316 shares of HEICO Corp worth $5.37M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 140 HEICO Corp shares in Q2 2026, an estimated $42.6K.
  • HEICO Corp made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #964 holding.
  • Wealth Enhancement Advisory Services first reported a position in HEICO Corp in Q3 2018 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's HEICO Corp position peaked at $8.25M in Q4 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.