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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
Q3 		$6.37K Buy
21
+2
+11% +$680 ﹤0.01% 1445
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Fortitude Family Office's HEI Position: Q3 2026 in Review

Fortitude Family Office increased its HEICO Corp (HEI) stake by 11% in Q3 2026, buying an estimated $680 and bringing the position to 21 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Fortitude Family Office first reported a position in HEI in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.77K in Q2 2026. 65 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Fortitude Family Office held 21 shares of HEICO Corp worth $6.37K as of Q3 2026.
  • Fortitude Family Office bought 2 HEICO Corp shares in Q3 2026, an estimated $680.
  • HEICO Corp made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1445 holding.
  • Fortitude Family Office first reported a position in HEICO Corp in Q2 2025 and has held it in 6 quarters since.
  • Fortitude Family Office's HEICO Corp position peaked at $6.77K in Q2 2026.
  • 65 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.