Wedmont Private Capital’s HEICO Corp HEI Stock Holding History

Wedmont Private Capital’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 Q3	$245K	Buy	828 +215	+35%	+$73.1K	0.01%	872
2026 Q2	$215K	Buy	+613	New	+$186K	0.01%	889

Other funds holding HEI

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Wedmont Private Capital's HEI Position: Q3 2026 in Review

Wedmont Private Capital increased its HEICO Corp (HEI) stake by 35% in Q3 2026, buying an estimated $73.1K and bringing the position to 828 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #872.

Wedmont Private Capital first reported a position in HEI in Q2 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

Wedmont Private Capital held 828 shares of HEICO Corp worth $245K as of Q3 2026.
Wedmont Private Capital bought 215 HEICO Corp shares in Q3 2026, an estimated $73.1K.
HEICO Corp made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #872 holding.
Wedmont Private Capital first reported a position in HEICO Corp in Q2 2026 and has held it in 2 quarters since.
32 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.