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CoreCap Advisors’s HEICO Corp HEI Stock Holding History

CoreCap 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 		$4.27K Buy
12
+6
+100% +$1.82K ﹤0.01% 2321
2026
Q1 		$1.65K Sell
6
-85
-93% -$27.4K ﹤0.01% 2451
2025
Q4 		$29.4K Sell
91
-1,675
-95% -$529K ﹤0.01% 1528
2025
Q3 		$570K Sell
1,766
-240
-12% -$76.4K 0.02% 500
2025
Q2 		$658K Buy
2,006
+1,977
+6,817% +$547K 0.03% 440
2025
Q1 		$7.75K Buy
29
+2
+7% +$487 ﹤0.01% 1927
2024
Q4 		$6.42K Buy
27
+6
+29% +$1.55K ﹤0.01% 1919
2024
Q3 		$5.49K Buy
+21
New +$5.08K ﹤0.01% 1949

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

CoreCap Advisors's HEI Position: Q2 2026 in Review

CoreCap Advisors increased its HEICO Corp (HEI) stake by 100% in Q2 2026, buying an estimated $1.82K and bringing the position to 12 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

CoreCap Advisors first reported a position in HEI in Q3 2024 and has held it in 8 quarters since. The position peaked at $658K in Q2 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • CoreCap Advisors held 12 shares of HEICO Corp worth $4.27K as of Q2 2026.
  • CoreCap Advisors bought 6 HEICO Corp shares in Q2 2026, an estimated $1.82K.
  • HEICO Corp made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2321 holding.
  • CoreCap Advisors first reported a position in HEICO Corp in Q3 2024 and has held it in 8 quarters since.
  • CoreCap Advisors's HEICO Corp position peaked at $658K in Q2 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.