Wealthcare Advisory Partners’s HEICO Corp HEI Stock Holding History

Wealthcare Advisory Partners’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	$283K	Buy	795 +1	+0.1%	+$304	0.01%	901
2026 Q1	$218K	Sell	794 -5	-0.6%	-$1.61K	﹤0.01%	991
2025 Q4	$259K	Sell	799 -147	-16%	-$46.5K	0.01%	934
2025 Q3	$306K	Buy	946 +1	+0.1%	+$318	0.01%	847
2025 Q2	$310K	Buy	945 +16	+2%	+$4.43K	0.01%	781
2025 Q1	$248K	Buy	929 +7	+0.8%	+$1.71K	0.01%	811
2024 Q4	$219K	Sell	922 -60	-6%	-$15.5K	0.01%	823
2024 Q3	$257K	Sell	982 -435	-31%	-$105K	0.01%	757
2024 Q2	$317K	Sell	1,417 -51	-3%	-$10.8K	0.01%	655
2024 Q1	$280K	Sell	1,468 -34	-2%	-$6.31K	0.01%	691
2023 Q4	$269K	Hold	1,502	–	–	0.01%	635
2023 Q3	$243K	Hold	1,502	–	–	0.01%	603
2023 Q2	$266K	Hold	1,502	–	–	0.01%	599
2023 Q1	$257K	Buy	1,502 +37	+3%	+$6.23K	0.01%	631
2022 Q4	$225K	Hold	1,465	–	–	0.01%	619
2022 Q3	$211K	Buy	+1,465	New	+$220K	0.01%	560
2021 Q2	–	Sell	-50	Closed	-$6K	–	1108
2021 Q1	$6K	Buy	+50	New	+$6.42K	﹤0.01%	1595
2018 Q1	–	Sell	-12	Closed	-$1K	–	1150
2017 Q4	$1K	Buy	+12	New	+$560	﹤0.01%	992

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 $3.37T AUM 44.26% 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

Wealthcare Advisory Partners's HEI Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its HEICO Corp (HEI) stake by 0.13% in Q2 2026, buying an estimated $304 and bringing the position to 795 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #901.

Wealthcare Advisory Partners first reported a position in HEI in Q4 2017 and has held it in 18 quarters since. The position peaked at $317K in Q2 2024. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Wealthcare Advisory Partners held 795 shares of HEICO Corp worth $283K as of Q2 2026.
Wealthcare Advisory Partners bought 1 HEICO Corp share in Q2 2026, an estimated $304.
HEICO Corp made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #901 holding.
Wealthcare Advisory Partners first reported a position in HEICO Corp in Q4 2017 and has held it in 18 quarters since.
Wealthcare Advisory Partners's HEICO Corp position peaked at $317K in Q2 2024.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.