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
2024
Q4 		– Sell
-300
Closed -$7.38K – 3025
2024
Q3 		$7.38K Buy
+300
New +$72.6K ﹤0.01% 2734

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 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. 161 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.
  • 161 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.