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Fiduciary Trust’s HEICO Corp HEI Stock Holding History

Fiduciary Trust’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
Q1 		$302K Sell
1,102
-4
-0.4% -$1.29K ﹤0.01% 733
2025
Q4 		$358K Hold
1,106
– – ﹤0.01% 662
2025
Q3 		$357K Sell
1,106
-25
-2% -$7.96K ﹤0.01% 646
2025
Q2 		$371K Sell
1,131
-44
-4% -$12.2K ﹤0.01% 618
2025
Q1 		$314K Buy
1,175
+275
+31% +$67K ﹤0.01% 652
2024
Q4 		$214K Sell
900
-16
-2% -$4.14K ﹤0.01% 647
2024
Q3 		$240K Buy
916
+21
+2% +$5.08K ﹤0.01% 607
2024
Q2 		$200K Buy
+895
New +$189K ﹤0.01% 607

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Trust's HEI Position: Q1 2026 in Review

Fiduciary Trust reduced its HEICO Corp (HEI) stake by 0.36% in Q1 2026, selling an estimated $1.29K and leaving 1,102 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Fiduciary Trust first reported a position in HEI in Q2 2024 and has held it in 8 quarters since. The position peaked at $371K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Fiduciary Trust held 1,102 shares of HEICO Corp worth $302K as of Q1 2026.
  • Fiduciary Trust sold 4 HEICO Corp shares in Q1 2026, an estimated $1.29K.
  • HEICO Corp made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #733 holding.
  • Fiduciary Trust first reported a position in HEICO Corp in Q2 2024 and has held it in 8 quarters since.
  • Fiduciary Trust's HEICO Corp position peaked at $371K in Q2 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.