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Aaron Wealth Advisors

SEC CIK
0001812198
Latest filing
Jul 16, 2026

HEI holding history

Heico Corp in every 13F filed by Aaron Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HEI overviewAll 13F holders of HEIFull Q2 2026 holdings

Shares (Q2 2026)
1,232
Value
$438.8K
% of portfolio
<0.1%
Quarters held
4
Since Q2 2025
Holdings of HEI by Aaron Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,232$438.8K<0.1%+1,232NewHolders
Q1 20260$00.0%−1,816−100.0%Sold outHolders
Q4 20251,816$587.6K<0.1%+620+51.8%AddedHolders
Q3 20251,196$386.1K<0.1%+431+56.3%AddedHolders
Q2 2025765$250.9K<0.1%+765NewHolders