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

Wealth Enhancement Trust 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 		$6.05K Buy
+17
New +$5.17K ﹤0.01% 813

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VPM
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
VCM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in HEICO Corp (HEI) in Q2 2026: 17 shares worth $6.05K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings.

602 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Wealth Enhancement Trust Services held 17 shares of HEICO Corp worth $6.05K as of Q2 2026.
  • HEICO Corp was a new Wealth Enhancement Trust Services position in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #813 holding.
  • 602 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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