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Whipplewood Advisors’s HEICO Corp HEI Stock Holding History

Whipplewood Advisors’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 		$2.49K Sell
7
-56
-89% -$17K ﹤0.01% 390
2026
Q1 		$17.3K Buy
+63
New +$20.3K 0.01% 412
2025
Q3 		– Sell
-112
Closed -$36.7K – 680
2025
Q2 		$36.7K Buy
112
+38
+51% +$10.5K 0.02% 367
2025
Q1 		$29.9K Sell
74
-38
-34% -$9.25K 0.02% 382
2024
Q4 		$26.6K Buy
+112
New +$29K 0.02% 401

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's HEI Position: Q2 2026 in Review

Whipplewood Advisors reduced its HEICO Corp (HEI) stake by 89% in Q2 2026, selling an estimated $17K and leaving 7 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Whipplewood Advisors first reported a position in HEI in Q4 2024 and has held it in 5 quarters since. The position peaked at $36.7K in Q2 2025. 770 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Whipplewood Advisors held 7 shares of HEICO Corp worth $2.49K as of Q2 2026.
  • Whipplewood Advisors sold 56 HEICO Corp shares in Q2 2026, an estimated $17K.
  • HEICO Corp made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #390 holding.
  • Whipplewood Advisors first reported a position in HEICO Corp in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's HEICO Corp position peaked at $36.7K in Q2 2025.
  • 770 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.