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Callan Family Office’s HEICO Corp HEI Stock Holding History

Callan Family Office’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 		$756K Sell
2,122
-77
-4% -$23.4K 0.01% 681
2026
Q1 		$603K Sell
2,199
-417
-16% -$134K 0.01% 707
2025
Q4 		$847K Buy
2,616
+1,380
+112% +$436K 0.02% 597
2025
Q3 		$399K Sell
1,236
-99
-7% -$31.5K 0.01% 615
2025
Q2 		$438K Buy
+1,335
New +$369K 0.01% 635

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

Callan Family Office's HEI Position: Q2 2026 in Review

Callan Family Office reduced its HEICO Corp (HEI) stake by 3.5% in Q2 2026, selling an estimated $23.4K and leaving 2,122 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #681.

Callan Family Office first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $847K in Q4 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Callan Family Office held 2,122 shares of HEICO Corp worth $756K as of Q2 2026.
  • Callan Family Office sold 77 HEICO Corp shares in Q2 2026, an estimated $23.4K.
  • HEICO Corp made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #681 holding.
  • Callan Family Office first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's HEICO Corp position peaked at $847K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.