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Cardinal Point Capital Management’s HEICO Corp HEI Stock Holding History

Cardinal Point Capital Management’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 		$376K Hold
1,055
– – 0.02% 211
2026
Q1 		$289K Buy
1,055
+335
+47% +$108K 0.02% 231
2025
Q4 		$233K Hold
720
– – 0.02% 237
2025
Q3 		$232K Buy
+720
New +$229K 0.02% 243

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

Cardinal Point Capital Management's HEI Position: Q2 2026 in Review

Cardinal Point Capital Management held its HEICO Corp (HEI) position steady in Q2 2026 at 1,055 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #211.

Cardinal Point Capital Management first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Cardinal Point Capital Management held 1,055 shares of HEICO Corp worth $376K as of Q2 2026.
  • Cardinal Point Capital Management left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #211 holding.
  • Cardinal Point Capital Management first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.