Wealthfront Advisers
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Wealthfront Advisers’s HEICO Corp HEI Stock Holding History

Wealthfront Advisers’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 		$934K Sell
2,623
-230
-8% -$70K ﹤0.01% 736
2026
Q1 		$782K Sell
2,853
-3
-0.1% -$966 ﹤0.01% 752
2025
Q4 		$924K Buy
2,856
+64
+2% +$20.2K ﹤0.01% 721
2025
Q3 		$901K Buy
2,792
+78
+3% +$24.8K ﹤0.01% 712
2025
Q2 		$890K Buy
2,714
+299
+12% +$82.7K ﹤0.01% 701
2025
Q1 		$645K Sell
2,415
-2,736
-53% -$666K ﹤0.01% 741
2024
Q4 		$1.22M Sell
5,151
-200
-4% -$51.8K ﹤0.01% 624
2024
Q3 		$1.4M Buy
5,351
+2,956
+123% +$715K ﹤0.01% 581
2024
Q2 		$536K Buy
2,395
+257
+12% +$54.3K ﹤0.01% 731
2024
Q1 		$408K Sell
2,138
-139
-6% -$25.8K ﹤0.01% 761
2023
Q4 		$407K Buy
2,277
+42
+2% +$7.11K ﹤0.01% 750
2023
Q3 		$362K Sell
2,235
-38
-2% -$6.45K ﹤0.01% 745
2023
Q2 		$402K Sell
2,273
-158
-6% -$26.6K ﹤0.01% 723
2023
Q1 		$416K Sell
2,431
-199
-8% -$33.5K ﹤0.01% 701
2022
Q4 		$404K Sell
2,630
-8,861
-77% -$1.38M ﹤0.01% 673
2022
Q3 		$1.65M Buy
+11,491
New +$1.72M 0.01% 402

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
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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Wealthfront Advisers's HEI Position: Q2 2026 in Review

Wealthfront Advisers reduced its HEICO Corp (HEI) stake by 8.1% in Q2 2026, selling an estimated $70K and leaving 2,623 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Wealthfront Advisers first reported a position in HEI in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.65M in Q3 2022. 531 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Wealthfront Advisers held 2,623 shares of HEICO Corp worth $934K as of Q2 2026.
  • Wealthfront Advisers sold 230 HEICO Corp shares in Q2 2026, an estimated $70K.
  • HEICO Corp made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #736 holding.
  • Wealthfront Advisers first reported a position in HEICO Corp in Q3 2022 and has held it in 16 quarters since.
  • Wealthfront Advisers's HEICO Corp position peaked at $1.65M in Q3 2022.
  • 531 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.