CVA Family Office’s HEICO Corp HEI Stock Holding History

CVA Family Office’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	$19.6K	Sell	55 -4	-7%	-$1.22K	﹤0.01%	821
2026 Q1	$16.2K	Buy	59 +23	+64%	+$7.41K	﹤0.01%	860
2025 Q4	$11.6K	Buy	36 +2	+6%	+$632	﹤0.01%	777
2025 Q3	$11K	Sell	34 -4	-11%	-$1.27K	﹤0.01%	790
2025 Q2	$12.5K	Buy	38 +4	+12%	+$1.11K	﹤0.01%	764
2025 Q1	$9.08K	Buy	34 +26	+325%	+$6.33K	﹤0.01%	812
2024 Q4	$1.9K	Buy	8 +4	+100%	+$1.04K	﹤0.01%	999
2024 Q3	$1.05K	Buy	4 +2	+100%	+$484	﹤0.01%	1069
2024 Q2	$447	Buy	+2	New	+$422	﹤0.01%	1245
2023 Q2	–	Sell	-5	Closed	-$855	–	1034
2023 Q1	$855	Buy	+5	New	+$842	﹤0.01%	912
2021 Q3	–	Sell	-39	Closed	-$5K	–	573
2021 Q2	$5K	Buy	+39	New	+$5.38K	﹤0.01%	765

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

CVA Family Office's HEI Position: Q2 2026 in Review

CVA Family Office reduced its HEICO Corp (HEI) stake by 6.8% in Q2 2026, selling an estimated $1.22K and leaving 55 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

CVA Family Office first reported a position in HEI in Q2 2021 and has held it in 11 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

CVA Family Office held 55 shares of HEICO Corp worth $19.6K as of Q2 2026.
CVA Family Office sold 4 HEICO Corp shares in Q2 2026, an estimated $1.22K.
HEICO Corp made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #821 holding.
CVA Family Office first reported a position in HEICO Corp in Q2 2021 and has held it in 11 quarters since.
777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.