CI
HEI icon

CX Institutional’s HEICO Corp HEI Stock Holding History

CX Institutional’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 		$295K Sell
832
-36
-4% -$11K 0.01% 637
2026
Q1 		$237K Buy
868
+60
+7% +$19.3K 0.01% 674
2025
Q4 		$261K Sell
808
-20
-2% -$6.32K 0.01% 621
2025
Q3 		$267K Buy
828
+20
+2% +$6.37K 0.01% 606
2025
Q2 		$265K Hold
808
– – 0.01% 540
2025
Q1 		$216K Buy
+808
New +$197K 0.01% 582
2024
Q4 		– Sell
-872
Closed -$228K – 562
2024
Q3 		$228K Buy
+872
New +$211K 0.01% 525

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

CX Institutional's HEI Position: Q2 2026 in Review

CX Institutional reduced its HEICO Corp (HEI) stake by 4.1% in Q2 2026, selling an estimated $11K and leaving 832 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #637.

CX Institutional first reported a position in HEI in Q3 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • CX Institutional held 832 shares of HEICO Corp worth $295K as of Q2 2026.
  • CX Institutional sold 36 HEICO Corp shares in Q2 2026, an estimated $11K.
  • HEICO Corp made up 0.01% of CX Institutional's portfolio in Q2 2026, its #637 holding.
  • CX Institutional first reported a position in HEICO Corp in Q3 2024 and has held it in 7 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.