Wealthspire Advisors (New York)’s HEICO Corp HEI Stock Holding History

Wealthspire Advisors (New York)’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	$1.67M	Buy	4,676 +2,981	+176%	+$907K	0.01%	457
2026 Q1	$465K	Buy	1,695 +1,030	+155%	+$332K	﹤0.01%	594
2025 Q4	$215K	Buy	665 +531	+396%	+$168K	﹤0.01%	942
2025 Q3	$43.3K	Buy	+134	New	+$42.6K	﹤0.01%	1301
2021 Q3	–	Sell	-1,562	Closed	-$218K	–	586
2021 Q2	$218K	Sell	1,562 -124	-7%	-$17.1K	0.01%	344
2021 Q1	$212K	Hold	1,686	–	–	0.01%	661
2020 Q4	$223K	Buy	+1,686	New	+$206K	0.01%	522

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s HEI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its HEICO Corp (HEI) stake by 176% in Q2 2026, buying an estimated $907K and bringing the position to 4,676 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #457.

Wealthspire Advisors (New York) first reported a position in HEI in Q4 2020 and has held it in 7 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Wealthspire Advisors (New York) held 4,676 shares of HEICO Corp worth $1.67M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,981 HEICO Corp shares in Q2 2026, an estimated $907K.
HEICO Corp made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #457 holding.
Wealthspire Advisors (New York) first reported a position in HEICO Corp in Q4 2020 and has held it in 7 quarters since.
777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.