Capstone Investment Advisors
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Capstone Investment Advisors’s HEICO Corp HEI Stock Holding History

Capstone Investment Advisors’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 		$367K Buy
+1,030
New +$313K ﹤0.01% 1366
2025
Q3 		– Sell
-8,600
Closed -$2.82M – 1964
2025
Q2 		$2.82M Buy
+8,600
New +$2.38M 0.01% 536
2023
Q4 		– Sell
-2,911
Closed -$471K – 2228
2023
Q3 		$471K Buy
+2,911
New +$494K ﹤0.01% 1352
2016
Q4 		– Sell
-33,257
Closed -$942K – 1014
2016
Q3 		$942K Buy
+33,257
New +$939K 0.02% 397
2016
Q2 		– Sell
-28,811
Closed -$709K – 749
2016
Q1 		$709K Buy
+28,811
New +$662K 0.02% 360

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

Capstone Investment Advisors's HEI Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in HEICO Corp (HEI) in Q2 2026: 1,030 shares worth $367K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in HEI as recently as Q2 2025.

Capstone Investment Advisors first reported a position in HEI in Q1 2016 and has held it in 5 quarters since. The position peaked at $2.82M in Q2 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Capstone Investment Advisors held 1,030 shares of HEICO Corp worth $367K as of Q2 2026.
  • HEICO Corp was a new Capstone Investment Advisors position in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1366 holding.
  • Capstone Investment Advisors first reported a position in HEICO Corp in Q1 2016 and has held it in 5 quarters since.
  • Capstone Investment Advisors's HEICO Corp position peaked at $2.82M in Q2 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.