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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
Q2 		$393K Hold
1,102
– – ﹤0.01% 667
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 $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

Fiduciary Trust's HEI Position: Q2 2026 in Review

Fiduciary Trust held its HEICO Corp (HEI) position steady in Q2 2026 at 1,102 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Fiduciary Trust first reported a position in HEI in Q2 2024 and has held it in 9 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Fiduciary Trust held 1,102 shares of HEICO Corp worth $393K as of Q2 2026.
  • Fiduciary Trust left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #667 holding.
  • Fiduciary Trust first reported a position in HEICO Corp in Q2 2024 and has held it in 9 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.