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Aviso Financial’s HEICO Corp HEI Stock Holding History

Aviso Financial’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 		$5.01M Buy
14,077
+5,297
+60% +$1.61M 0.17% 66
2026
Q1 		$2.41M Sell
8,780
-21
-0.2% -$6.76K 0.09% 100
2025
Q4 		$2.85M Buy
8,801
+178
+2% +$56.2K 0.11% 91
2025
Q3 		$2.78M Buy
8,623
+190
+2% +$60.5K 0.11% 93
2025
Q2 		$2.77M Buy
8,433
+407
+5% +$113K 0.12% 86
2025
Q1 		$2.14M Buy
+8,026
New +$1.95M 0.11% 98

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

Aviso Financial's HEI Position: Q2 2026 in Review

Aviso Financial increased its HEICO Corp (HEI) stake by 60% in Q2 2026, buying an estimated $1.61M and bringing the position to 14,077 shares worth $5.01M. The position accounts for 0.17% of the portfolio, ranked #66.

Aviso Financial first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Aviso Financial held 14,077 shares of HEICO Corp worth $5.01M as of Q2 2026.
  • Aviso Financial bought 5,297 HEICO Corp shares in Q2 2026, an estimated $1.61M.
  • HEICO Corp made up 0.17% of Aviso Financial's portfolio in Q2 2026, its #66 holding.
  • Aviso Financial first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.