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WPG Advisers’s HEICO Corp HEI Stock Holding History

WPG Advisers’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 		$8.55K Hold
24
– – 0.01% 818
2026
Q1 		$6.58K Hold
24
– – ﹤0.01% 808
2025
Q4 		$7.77K Hold
24
– – 0.01% 777
2025
Q3 		$7.75K Hold
24
– – 0.01% 775
2025
Q2 		$7.87K Sell
24
-14
-37% -$3.87K 0.01% 733
2025
Q1 		$10.2K Sell
38
-11
-22% -$2.68K 0.01% 640
2024
Q4 		$11.6K Buy
+49
New +$12.7K 0.01% 584

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WPG Advisers's HEI Position: Q2 2026 in Review

WPG Advisers held its HEICO Corp (HEI) position steady in Q2 2026 at 24 shares worth $8.55K. The position accounts for 0.01% of the portfolio, ranked #818.

WPG Advisers first reported a position in HEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6K in Q4 2024. 374 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • WPG Advisers held 24 shares of HEICO Corp worth $8.55K as of Q2 2026.
  • WPG Advisers left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #818 holding.
  • WPG Advisers first reported a position in HEICO Corp in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's HEICO Corp position peaked at $11.6K in Q4 2024.
  • 374 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.