Coastal Bridge Advisors’s HEICO Corp HEI Stock Holding History

Coastal Bridge 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	$457K	Buy	1,282 +6	+0.5%	+$1.82K	0.03%	336
2026 Q1	$350K	Buy	1,276 +30	+2%	+$9.66K	0.02%	356
2025 Q4	$403K	Buy	1,246 +49	+4%	+$15.5K	0.03%	333
2025 Q3	$386K	Sell	1,197 -9	-0.7%	-$2.86K	0.03%	332
2025 Q2	$395K	Sell	1,206 -2	-0.2%	-$553	0.03%	318
2025 Q1	$323K	Buy	+1,208	New	+$294K	0.03%	330

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coastal Bridge Advisors's HEI Position: Q2 2026 in Review

Coastal Bridge Advisors increased its HEICO Corp (HEI) stake by 0.47% in Q2 2026, buying an estimated $1.82K and bringing the position to 1,282 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #336.

Coastal Bridge Advisors first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Coastal Bridge Advisors held 1,282 shares of HEICO Corp worth $457K as of Q2 2026.
Coastal Bridge Advisors bought 6 HEICO Corp shares in Q2 2026, an estimated $1.82K.
HEICO Corp made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #336 holding.
Coastal Bridge Advisors first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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