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BOK Financial’s HEICO Corp HEI Stock Holding History

BOK 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 		$8.9K Buy
+25
New +$7.61K ﹤0.01% 994
2026
Q1 		– Sell
-38
Closed -$12.3K – 1065
2025
Q4 		$12.3K Hold
38
– – ﹤0.01% 975
2025
Q3 		$12.3K Sell
38
-73
-66% -$23.2K ﹤0.01% 1008
2025
Q2 		$36.4K Buy
+111
New +$30.7K ﹤0.01% 862
2024
Q1 		– Sell
-36
Closed -$6.44K – 1252
2023
Q4 		$6.44K Buy
+36
New +$6.09K ﹤0.01% 996
2023
Q3 		– Sell
-80
Closed -$14.2K – 1219
2023
Q2 		$14.2K Hold
80
– – ﹤0.01% 902
2023
Q1 		$13.7K Buy
+80
New +$13.5K ﹤0.01% 970
2021
Q1 		$466K Sell
3,702
-1,742
-32% -$224K 0.01% 705
2020
Q4 		$721K Buy
5,444
+1,613
+42% +$197K 0.01% 599
2020
Q3 		$401K Sell
3,831
-1,978
-34% -$204K 0.01% 671
2020
Q2 		$579K Hold
5,809
– – 0.01% 591
2020
Q1 		$433K Buy
5,809
+599
+11% +$65.5K 0.01% 613
2019
Q4 		$595K Buy
5,210
+1,433
+38% +$176K 0.01% 657
2019
Q3 		$472K Sell
3,777
-1,106
-23% -$151K 0.01% 690
2019
Q2 		$653K Buy
+4,883
New +$543K 0.02% 603

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

BOK Financial's HEI Position: Q2 2026 in Review

BOK Financial opened a new position in HEICO Corp (HEI) in Q2 2026: 25 shares worth $8.9K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: BOK Financial previously reported a position in HEI as recently as Q4 2025.

BOK Financial first reported a position in HEI in Q2 2019 and has held it in 15 quarters since. The position peaked at $721K in Q4 2020. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • BOK Financial held 25 shares of HEICO Corp worth $8.9K as of Q2 2026.
  • HEICO Corp was a new BOK Financial position in Q2 2026.
  • HEICO Corp made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #994 holding.
  • BOK Financial first reported a position in HEICO Corp in Q2 2019 and has held it in 15 quarters since.
  • BOK Financial's HEICO Corp position peaked at $721K in Q4 2020.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.