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Fortis Group Advisors’s HEICO Corp HEI Stock Holding History

Fortis Group Advisors’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 		$317K Hold
889
– – 0.05% 214
2026
Q1 		$240K Hold
889
– – 0.04% 260
2025
Q4 		$294K Hold
889
– – 0.05% 239
2025
Q3 		$282K Hold
889
– – 0.05% 197
2025
Q2 		$290K Hold
889
– – 0.05% 188
2025
Q1 		$237K Buy
889
+1
+0.1% +$244 0.05% 179
2024
Q4 		$211K Sell
888
-1
-0.1% -$259 0.04% 187
2024
Q3 		$233K Buy
+889
New +$215K 0.04% 171

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

Fortis Group Advisors's HEI Position: Q2 2026 in Review

Fortis Group Advisors held its HEICO Corp (HEI) position steady in Q2 2026 at 889 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #214.

Fortis Group Advisors first reported a position in HEI in Q3 2024 and has held it in 8 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Fortis Group Advisors held 889 shares of HEICO Corp worth $317K as of Q2 2026.
  • Fortis Group Advisors left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.05% of Fortis Group Advisors's portfolio in Q2 2026, its #214 holding.
  • Fortis Group Advisors first reported a position in HEICO Corp in Q3 2024 and has held it in 8 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.