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Atria Investments’s HEICO Corp HEI Stock Holding History

Atria Investments’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 		$475K Sell
1,333
-282
-17% -$85.8K ﹤0.01% 1555
2026
Q1 		$443K Buy
1,615
+343
+27% +$110K 0.01% 1511
2025
Q4 		$412K Sell
1,272
-250
-16% -$79K ﹤0.01% 1558
2025
Q3 		$491K Sell
1,522
-126
-8% -$40.1K 0.01% 1425
2025
Q2 		$540K Sell
1,648
-52
-3% -$14.4K 0.01% 1377
2025
Q1 		$454K Buy
1,700
+230
+16% +$56K 0.01% 1404
2024
Q4 		$349K Sell
1,470
-855
-37% -$222K ﹤0.01% 1512
2024
Q3 		$608K Sell
2,325
-279
-11% -$67.5K 0.01% 1231
2024
Q2 		$582K Buy
+2,604
New +$550K 0.01% 1225
2019
Q3 		– Sell
-3,342
Closed -$468K – 914
2019
Q2 		$468K Buy
+3,342
New +$372K 0.02% 606
2018
Q4 		– Sell
-2,555
Closed -$237K – 934
2018
Q3 		$237K Buy
+2,555
New +$210K 0.01% 866
2018
Q2 		– Sell
-3,221
Closed -$224K – 973
2018
Q1 		$224K Buy
+3,221
New +$211K 0.01% 775

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 $3.38T AUM 44.17% 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

Atria Investments's HEI Position: Q2 2026 in Review

Atria Investments reduced its HEICO Corp (HEI) stake by 17% in Q2 2026, selling an estimated $85.8K and leaving 1,333 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Atria Investments first reported a position in HEI in Q1 2018 and has held it in 12 quarters since. The position peaked at $608K in Q3 2024. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Atria Investments held 1,333 shares of HEICO Corp worth $475K as of Q2 2026.
  • Atria Investments sold 282 HEICO Corp shares in Q2 2026, an estimated $85.8K.
  • HEICO Corp made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1555 holding.
  • Atria Investments first reported a position in HEICO Corp in Q1 2018 and has held it in 12 quarters since.
  • Atria Investments's HEICO Corp position peaked at $608K in Q3 2024.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.