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Wedmont Private Capital’s HEICO Corp Class A HEI.A Stock Holding History

Wedmont Private Capital’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Buy
+1,073
New +$245K 0.01% 781

Other funds holding HEI.A

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Wedmont Private Capital opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 1,073 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #781 among its holdings.

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

  • Wedmont Private Capital held 1,073 shares of HEICO Corp Class A worth $273K as of Q2 2026.
  • HEICO Corp Class A was a new Wedmont Private Capital position in Q2 2026.
  • HEICO Corp Class A made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #781 holding.
  • 67 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

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