WIA
HEI icon

World Investment Advisors’s HEICO Corp HEI Stock Holding History

World Investment 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 		$470K Buy
1,689
+13
+0.8% +$3.95K 0.01% 990
2026
Q1 		$460K Sell
1,676
-84
-5% -$27K 0.01% 1028
2025
Q4 		$570K Buy
1,760
+163
+10% +$51.5K 0.01% 880
2025
Q3 		$516K Sell
1,597
-66
-4% -$21K 0.01% 772
2025
Q2 		$545K Sell
1,663
-18
-1% -$4.98K 0.01% 704
2025
Q1 		$449K Buy
1,681
+100
+6% +$24.4K 0.01% 724
2024
Q4 		$376K Buy
1,581
+375
+31% +$97.2K 0.01% 742
2024
Q3 		$315K Buy
+1,206
New +$292K 0.01% 721

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

World Investment Advisors's HEI Position: Q2 2026 in Review

World Investment Advisors increased its HEICO Corp (HEI) stake by 0.78% in Q2 2026, buying an estimated $3.95K and bringing the position to 1,689 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #990.

World Investment Advisors first reported a position in HEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $570K in Q4 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • World Investment Advisors held 1,689 shares of HEICO Corp worth $470K as of Q2 2026.
  • World Investment Advisors bought 13 HEICO Corp shares in Q2 2026, an estimated $3.95K.
  • HEICO Corp made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #990 holding.
  • World Investment Advisors first reported a position in HEICO Corp in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's HEICO Corp position peaked at $570K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.