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 Q2	$215K	Buy	+613	New	+$186K	0.01%	889

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Wedmont Private Capital's HEI Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in HEICO Corp (HEI) in Q2 2026: 613 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #889 among its holdings.

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

Wedmont Private Capital held 613 shares of HEICO Corp worth $215K as of Q2 2026.
HEICO Corp was a new Wedmont Private Capital position in Q2 2026.
HEICO Corp made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #889 holding.
73 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.