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Cornerstone Financial Management’s HEICO Corp HEI Stock Holding History

Cornerstone Financial 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 		$16K Buy
45
+9
+25% +$2.74K 0.01% 324
2026
Q1 		$9.87K Buy
36
+4
+13% +$1.29K 0.01% 316
2025
Q4 		$10.4K Buy
+32
New +$10.1K 0.01% 278

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

Cornerstone Financial Management's HEI Position: Q2 2026 in Review

Cornerstone Financial Management increased its HEICO Corp (HEI) stake by 25% in Q2 2026, buying an estimated $2.74K and bringing the position to 45 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #324.

Cornerstone Financial Management first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Cornerstone Financial Management held 45 shares of HEICO Corp worth $16K as of Q2 2026.
  • Cornerstone Financial Management bought 9 HEICO Corp shares in Q2 2026, an estimated $2.74K.
  • HEICO Corp made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #324 holding.
  • Cornerstone Financial Management first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.