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Birchwood Financial Partners’s HEICO Corp HEI Stock Holding History

Birchwood Financial Partners’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 		$27.1K Hold
76
– – 0.02% 220
2026
Q1 		$20.8K Sell
76
-23
-23% -$7.41K 0.02% 231
2025
Q4 		$32K Buy
+99
New +$31.3K 0.03% 208

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

Birchwood Financial Partners's HEI Position: Q2 2026 in Review

Birchwood Financial Partners held its HEICO Corp (HEI) position steady in Q2 2026 at 76 shares worth $27.1K. The position accounts for 0.02% of the portfolio, ranked #220.

Birchwood Financial Partners first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $32K in Q4 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Birchwood Financial Partners held 76 shares of HEICO Corp worth $27.1K as of Q2 2026.
  • Birchwood Financial Partners left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #220 holding.
  • Birchwood Financial Partners first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's HEICO Corp position peaked at $32K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.