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Fortitude Family Office’s HEICO Corp HEI Stock Holding History

Fortitude 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 		$6.77K Buy
19
+5
+36% +$1.52K ﹤0.01% 943
2026
Q1 		$3.84K Buy
14
+3
+27% +$966 ﹤0.01% 1019
2025
Q4 		$3.56K Hold
11
– – ﹤0.01% 945
2025
Q3 		$3.55K Buy
11
+1
+10% +$318 ﹤0.01% 951
2025
Q2 		$3.28K Buy
+10
New +$2.77K ﹤0.01% 973

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

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

Fortitude Family Office increased its HEICO Corp (HEI) stake by 36% in Q2 2026, buying an estimated $1.52K and bringing the position to 19 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Fortitude Family Office first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Fortitude Family Office held 19 shares of HEICO Corp worth $6.77K as of Q2 2026.
  • Fortitude Family Office bought 5 HEICO Corp shares in Q2 2026, an estimated $1.52K.
  • HEICO Corp made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #943 holding.
  • Fortitude Family Office first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.